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Stratechery by Ben Thompson
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Last updated 1 day ago
2025.17: Where Will Apple Be in 2035?
1 day ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
3 days ago
An interview with Eric Seufert about the impact of the trade war...
Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
4 days ago
Good morning On Monday’s Sharp Tech, we discussed Memory on ChatGPT and...
Apple and the Ghosts of Companies Past
5 days ago
Apple is not doomed, although things were feeling pretty shaky a couple...
Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
6 days ago
Google lost its ad antitrust case; if the case is upheld, it...
2025.16: Meta and the Shape of Digital Markets
8 days ago
Photo by Justin Sullivan/Getty Images Welcome back to This Week in Stratechery!...
An Interview with Dan Kim and Hassan Khan About CHIPS
10 days ago
Good morning This week’s Stratechery Interview is with Dan Kim and Hassan...
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
11 days ago
Good morning On Monday’s episode of Sharp Tech, we discussed Apple’s temporary...
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
12 days ago
The FTC’s case against Facebook doesn’t make sense because it conflates three...
ChatGPT Memory, Boundaries and AI Companions, Auren
12 days ago
Good morning On last Thursday’s Sharp Tech, Andrew and I discussed the...
2025.15: Liberation and Whiplash
15 days ago
Hello! And welcome to a new feature called “This Week in Stratechery.”...
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
17 days ago
Good morning This week’s Stratechery Interview is with Google Cloud CEO Thomas...