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Stratechery by Ben Thompson
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Latest posts
Last updated about 8 hours ago
2026.34: App Snore
about 8 hours ago
(Adam Mares, Greatest of All Talk) Welcome back to This Week in...
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
3 days ago
Apple's App Store is finally facing the reality of lower fees, and...
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
4 days ago
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue...
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
5 days ago
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market...
2026.33: The CapEx Train Keeps Rolling
7 days ago
(Photo by Underwood Archives/Getty Images) Welcome back to This Week in Stratechery!...
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
10 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...
Apple Earnings, More on Amazon’s Earnings
12 days ago
Apple's earnings (and stock) are limited not by memory but rather chip...
2026.32: Earnings and Learnings
14 days ago
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery!...
Google Earnings, The Frontier Case, Amazon Earnings
17 days ago
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy...
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
18 days ago
Microsoft's earnings were compelling because they showed a clarity of strategy, lower...
Meta Earnings, Meta’s Timing Problems, The Financial Tail
19 days ago
Good morning I am happy to be back, and not a moment...