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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 11 hours ago

An Interview with Matthew Ball About Gaming and the Fight for Attention

about 11 hours ago

An interview with Matthew Ball about the state of the video gaming...

Shopify Earnings, Shopify’s AI Advantages

1 day ago

Shopify is poised to be one of the biggest winners from AI...

Thin Is In

2 days ago

Listen to this post: Log in to listen There was, in the...

2026.07: Aggregators and AI

6 days ago

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

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast

7 days ago

Listen to this post: Good morning, Today’s Stratechery Interview is with me!...

Spotify Earnings, Individualized Networks, AI and Aggregation

8 days ago

Spotify's nature as a content network means that AI is a sustaining...

Amazon Earnings, CapEx Concerns, Commodity AI

9 days ago

Amazon's massive CapEx increase makes me much more nervous than Google's, but...

Google Earnings, Google Cloud Crushes, Search Advertising and LLMs

10 days ago

Google announced a massive increase in CapEx that blew away expectations; the...

2026.06: SaaSmageddon and the Super Bowl

13 days ago

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

An Interview with Benedict Evans About AI and Software

14 days ago

An interview with Benedict Evans about the crisis facing software, the future...

Apple Earnings, Supply Chain Speculation, China and Industrial Design

15 days ago

Apple's earnings could have been higher but the company couldn't get enough...

Microsoft and Software Survival

16 days ago

Listen to this post: Log in to listen One way to track...