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Stratechery by Ben Thompson
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Latest posts
Last updated about 20 hours ago
Google Earnings, Meta Earnings, The Cost of Reality Labs
about 20 hours ago
Google's earnings are great, and GCP alone justifies more capex; Meta, meanwhile...
2025.44: Twitter, TV, and Taylor Sheridan
4 days ago
(Photo by David Becker/Getty Images for Paramount+) Welcome back to This Week...
An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
5 days ago
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC...
Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
6 days ago
Nvidia makes its pitch to DC to preserve its CUDA moat, which...
TSMC Earnings, The TSMC Brake, Intel Earnings
7 days ago
TSMC's earnings reinforce the possibility that TSMC's willingness to invest is real...
2025.43: The Cost of Resiliency
11 days ago
(Photo by Greg Nash/UPI Credit: UPI/Alamy Live News) Welcome back to This...
Netflix Earnings, KPop Demon Hunters and Netflix Hit Production
12 days ago
Netflix's growth will depend on advertising; then, more evidence that Netflix was...
F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
14 days ago
F1 is officially on Apple TV, and it's both a worthwhile gamble...
An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
15 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
2025.42: A Rare Earths Awakening for the West
18 days ago
Welcome back to This Week in Stratechery! This week we’re launching a...
Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
19 days ago
Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and...