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Stratechery by Ben Thompson
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Latest posts
Last updated about 19 hours ago
Oracle Pops, From Databases to AI, Oracle and OpenAI
about 19 hours ago
Oracle's stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI...
2025.37: Apple on the Periphery
4 days ago
(Photo by Marilyn K. Yee/New York Times Co./Getty Images) Welcome back to...
An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
5 days ago
An interview with Dan Kim about the CHIPS program, why the U.S...
iPhones 17 and the Sugar Water Trap
6 days ago
I think the new iPhones are pretty great The base iPhone 17...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
7 days ago
SpaceX just made a huge deal for spectrum, but they will still...
Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
8 days ago
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...
2025.36: Google, Apple, and a Giant Sigh of Relief
11 days ago
(Steve Sims) Welcome back to This Week in Stratechery! As a reminder,...
An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
12 days ago
Listen to this post: Good morning, Today’s Stratechery Interview is with Cloudflare...
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
13 days ago
Google lost some battles but won the war in its search distribution...
Made by Google 2025, AI Trade-offs, Google and the Long-Term
14 days ago
Google's latest Pixel event re-imagined launch events; it was appropriate given that...
2025.35: Intel and the Least Bad Option
18 days ago
(@howardlutnick) Welcome back to This Week in Stratechery! As a reminder, each...
Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
19 days ago
Nvidia's earning continue to be governed by supply — and reasoning models...