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Stratechery by Ben Thompson
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Latest posts
Last updated about 14 hours ago
Checking In on AI and the Big Five
about 14 hours ago
This is how I opened January 2023’s AI and the Big Five...
2025.25: Snapshots of an Evolving AI Landscape
4 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
xAI Raising Money, xAI and Oracle, Xbox = Windows
6 days ago
Everyone wants xAI to exist, but is anyone actually using it? Then...
Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
7 days ago
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions...
WBD Split, HBO and Warner, Whither Sports?
8 days ago
WarnerBros. Discovery is splitting up, but the real split goes back to...
2025.24: Apple and Its Safe Place
11 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with “Apple in China” Author Patrick McGee
12 days ago
An Interview with "Apple in China" Author Patrick McGee about Apple's reluctant...
Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation
13 days ago
Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr...
Apple Retreats
14 days ago
If WWDC’s opening video — which cast Apple executives as characters in...
Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
15 days ago
AI coding is much broader than vibe coding, the dynamics of AI...
2025.23: What Nike Learned About E-Commerce
18 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
19 days ago
An interview with Cursor founder and CEO Michael Truell about AI coding...