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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
2 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...
Apple Earnings, More on Amazon’s Earnings
4 days ago
Apple's earnings (and stock) are limited not by memory but rather chip...
2026.32: Earnings and Learnings
7 days ago
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery!...
Google Earnings, The Frontier Case, Amazon Earnings
9 days ago
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy...
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
10 days ago
Microsoft's earnings were compelling because they showed a clarity of strategy, lower...
Meta Earnings, Meta’s Timing Problems, The Financial Tail
11 days ago
Good morning I am happy to be back, and not a moment...
Vacation: Week of July 27
18 days ago
Stratechery is on vacation the week of July 27. There will be...
2026.30: The Copium Wars
21 days ago
(Photo by Ng Han Guan-Pool/Getty Images) Welcome back to This Week in...
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
23 days ago
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than...
Netflix Earnings, Is Netflix Washed?, Additional Notes
24 days ago
Netflix's earnings were fine, and befitting a mature company whose most exciting...
Who’s Afraid of Chinese Models?
25 days ago
There’s a story I tell about my first day in STRT-431 at...