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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
2026.20: Shifting Alliances in a Changing World
2 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
4 days ago
An interview with me about the implications of the compute shortage on...
The Deployment Company, Back to the 70s, Apple and Intel
5 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
6 days ago
The Anthropic xAI deal is shocking but not surprising: Musk should double...
The Inference Shift
7 days ago
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2026.19: Earning & Spending
9 days ago
(Photo by Maddie Meyer/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Joanna Stern About Living With AI
11 days ago
An interview with Joanna Stern about her new book about living with...
Microsoft Earnings, Apple Earnings
12 days ago
Microsoft unveils its new agentic business model, and Apple confronts shortages in...
Google Earnings, Meta Earnings
14 days ago
Wall Street loved Google's earnings, and hated Meta's, even though the latter's...
2026.18: Long-term, Peripheral & Myopic Visions
16 days ago
(Photo by Noah Berger/Getty Images for Amazon Web Services) Welcome back to...
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
18 days ago
Amazon's earnings suggest that the shift away from training towards inference and...