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Stratechery by Ben Thompson
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Latest posts
Last updated 5 minutes ago
Netflix Earnings, Is Netflix Washed?, Additional Notes
14 minutes ago
Netflix's earnings were fine, and befitting a mature company whose most exciting...
Who’s Afraid of Chinese Models?
about 23 hours ago
There’s a story I tell about my first day in STRT-431 at...
2026.29: Mainframes and Main Characters
4 days ago
Jean Pigozzi via Andy Hertzfeld on left, GenAI via Muse Image on...
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
6 days ago
IBM announced preliminary results that spooked the software market generally; this is...
The OpenAI Super App, ChatGPT = Codex, Whither Chat
7 days ago
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning...
Apple Sues OpenAI, Apple’s Real Problem
8 days ago
Apple is suing AI for stealing trade secrets; there is one guilty...
2026.28: XBOX On the Rocks
11 days ago
(Photo by Jeff Christensen/Liaison) Welcome back to This Week in Stratechery! As...
Muse Image, Grok 4.5, Alex Karp on CNBC
12 days ago
The batter for verifiable data is increasingly defining the AI race, from...
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
13 days ago
Microsoft's Xbox division is conducting big layoffs, as the company deals with...
A Script for Mark Zuckerberg
14 days ago
Listen to this post: Log in to listen The setting: Meta’s earnings...
Summer Break: Week of June 29
22 days ago
Stratechery is on summer break the week of June 29. There will...
2026.26: Summer Vibes
25 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...