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Stratechery by Ben Thompson
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Latest posts
Last updated about 3 hours ago
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
about 3 hours ago
The elevation of John Ternus suggests that Apple's future is about hardware...
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
2 days ago
TSMC's earnings suggest that the company's leadership is not truly bought into...
2026.16: Servers, Satellites, and Stars
5 days ago
(Amazon) Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
6 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
7 days ago
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I...
OpenAI’s Memos, Frontier, Amazon and Anthropic
8 days ago
Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise.
Mythos, Muse, and the Opportunity Cost of Compute
9 days ago
In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and...
2026.15: Myth and Mythos
12 days ago
Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that...
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
13 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
14 days ago
Anthropic says its new model is too dangerous to release; there are...
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
15 days ago
Anthropic needs compute, and Google has the most: it's a natural partnership...