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Stratechery by Ben Thompson

Get the latest updates from Stratechery by Ben Thompson directly as they happen.

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Latest posts

Last updated about 14 hours ago

An Interview with Gracelin Baskaran About Rare Earths

about 15 hours ago

An interview with Dr. Gracelin Baskaran about rare earths: how did the...

OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia

1 day ago

OpenAI's deal with Broadcom makes perfect sense, because OpenAI already knows exactly...

China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

3 days ago

China is instituting controls on rare earths, which are essential for technology...

2025.41: It’s OpenAI’s World, We’re Just Living in It

6 days ago

(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each...

The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites

7 days ago

OpenAI's DevDay evolution mirrors the hype cycle; Microsoft's Game Pass price raise...

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

8 days ago

Listen to this post: Today’s Stratechery Interview is with OpenAI co-founder and...

OpenAI’s Windows Play

9 days ago

OpenAI’s flood of announcements are getting hard to keep up with. A...

Sora, AI Bicycles, and Meta Disruption

10 days ago

The App Store charts tell the story, at least for the first...

2025.40: The AI Slop Era Arrives

13 days ago

Jon Yu of Asianometry visited drone delivery service Manna and made a...

An Interview with Ben Bajarin About AI Infrastructure

14 days ago

An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.

Sora the App, Sonnet 4.5 and the Question of Models as Processors

15 days ago

OpenAI has its own AI video app with Sora, powered by Sora...

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

16 days ago

OpenAI's Instant Checkout highlights why AI commerce fills a unique role, to...