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Stratechery by Ben Thompson
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Latest posts
Last updated about 2 hours ago
Robotaxis and Suburbia
about 2 hours ago
It was difficult in the beginning to answer the question I got...
ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
1 day ago
ChatGPT is getting group chats, a long-standing Stratechery feature request. It's also...
2025.46: Satellites and Strategy
4 days ago
(Photo by Miguel J. Rodriguez Carrillo/Getty Images) Welcome back to This Week...
An Interview with Unity CEO Matthew Bromberg About Turnarounds
5 days ago
Good morning This week’s Stratechery interview is with Unity CEO Matthew Bromberg....
Microsoft Earnings, CoreAI/MantleAI, Additional Notes
6 days ago
Microsoft declares independence from OpenAI and sketches out its future role building...
SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
7 days ago
SpaceX buys the spectrum it needs to be a standalone mobile carrier...
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
8 days ago
Apple is already benefitting from AI via the App Store. Meanwhile, Siri...
2025.45: Frothiness and the Future
11 days ago
(AI-Generated Image) Welcome back to This Week in Stratechery! As a reminder,...
An Interview with Michael Morton About AI E-Commerce
12 days ago
An interview with Michael Morton about AI-driven e-commerce, and why this is...
The Benefits of Bubbles
13 days ago
It’s funny to remember that a decade ago there were enough people...
Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
14 days ago
Listen to this post: Good morning, Jon at Asianometry has a new...
Google Earnings, Meta Earnings, The Cost of Reality Labs
15 days ago
Google's earnings are great, and GCP alone justifies more capex; Meta, meanwhile...