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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 8 hours ago

The SpaceX IPO and Data Centers in Space

about 8 hours ago

Listen to this post: Log in to listen It’s hardly the biggest...

Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

1 day ago

Nvidia is changing its reporting to delineate between hyperscaler sales — where...

2026.21: The Data Center Veto

5 days ago

(Lexi Critchett/Bloomberg via Getty Images) Welcome back to This Week in Stratechery!...

An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

6 days ago

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...

Google I/O, World Models, I/O Spaghetti

7 days ago

Google I/O put AI everywhere, for better and for worse. Meanwhile, is...

Personal Day

8 days ago

Personal Day — No Update

Data Center Discontent, Understanding the Opposition, Fixing the Problem

9 days ago

There are understandable reasons for people to oppose data centers; the only...

2026.20: Shifting Alliances in a Changing World

12 days ago

(Photo by Alex Wong/Getty Images) Welcome back to This Week in Stratechery!...

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

13 days ago

An interview with me about the implications of the compute shortage on...

The Deployment Company, Back to the 70s, Apple and Intel

14 days ago

Listen to this post: Good morning, President Trump is on the way...

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future

15 days ago

The Anthropic xAI deal is shocking but not surprising: Musk should double...

The Inference Shift

16 days ago

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