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Stratechery by Ben Thompson
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Latest posts
Last updated 7 days ago
Meta’s AI Abundance
7 days ago
Stratechery has benefited from a Meta cheat code since its inception: wait...
Elon Dreams and Bitter Lessons
20 days ago
In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first...
Enterprise Philosophy and The First Wave of AI
about 1 month ago
The popular history of technology usually starts with the personal computer, and...
Integration and Android
3 months ago
The original Pixel was released in 2016 at the end of interesting...
Friendly Google and Enemy Remedies
3 months ago
Railroads were, in theory, an attractive business: while they cost a lot...
Crashes and Competition
4 months ago
I’ve long maintained that if the powers-that-be understood what the Internet’s impact...
The E.U. Goes Too Far
4 months ago
Apple’s increasingly fraught adventures with European regulators is a bit of a...
Summer Break: Week of July 1st
4 months ago
Stratechery is on summer break the week of July 1. There will...
Apple Intelligence is Right On Time
5 months ago
Apple’s annual Worldwide Developer Conference keynote kicks off in a few hours...
AI Integration and Modularization
5 months ago
Satya Nadella, in last week’s Stratechery Interview, said in response to a...