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Stratechery by Ben Thompson
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Latest posts
Last updated 1 day ago
An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
1 day ago
An interview with me about the implications of the compute shortage on...
The Deployment Company, Back to the 70s, Apple and Intel
2 days ago
Listen to this post: Good morning, President Trump is on the way...
SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
3 days ago
The Anthropic xAI deal is shocking but not surprising: Musk should double...
The Inference Shift
4 days ago
Subscribe to get access Read more of this content when you subscribe...
2026.19: Earning & Spending
7 days ago
(Photo by Maddie Meyer/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Joanna Stern About Living With AI
8 days ago
An interview with Joanna Stern about her new book about living with...
Microsoft Earnings, Apple Earnings
9 days ago
Microsoft unveils its new agentic business model, and Apple confronts shortages in...
Google Earnings, Meta Earnings
11 days ago
Wall Street loved Google's earnings, and hated Meta's, even though the latter's...
2026.18: Long-term, Peripheral & Myopic Visions
14 days ago
(Photo by Noah Berger/Getty Images for Amazon Web Services) Welcome back to...
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
15 days ago
Amazon's earnings suggest that the shift away from training towards inference and...
Intel Earnings, Intel’s Differentiation?, Whither Terafab
16 days ago
Intel's earnings were very impressive, but the chief driver was a structural...