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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
The 2024 Stratechery Year in Review
2 days ago
Stratechery, incredibly enough, has been my full-time job for over a decade...
Intel’s Death and Potential Revival
12 days ago
In 1980 IBM, under pressure from its customers to provide computers for...
The Gen AI Bridge to the Future
19 days ago
In the beginning was the mainframe In 1945 the U.S. government built...
A Chance to Build
about 1 month ago
Semiconductors are so integral to the history of Silicon Valley that they...
Meta’s AI Abundance
about 2 months ago
Stratechery has benefited from a Meta cheat code since its inception: wait...
Elon Dreams and Bitter Lessons
2 months ago
In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first...
Enterprise Philosophy and The First Wave of AI
3 months ago
The popular history of technology usually starts with the personal computer, and...
Integration and Android
4 months ago
The original Pixel was released in 2016 at the end of interesting...
Friendly Google and Enemy Remedies
5 months ago
Railroads were, in theory, an attractive business: while they cost a lot...
Crashes and Competition
5 months ago
I’ve long maintained that if the powers-that-be understood what the Internet’s impact...