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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 9 hours ago
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
about 9 hours ago
Listen to this post: Good morning, Today’s Stratechery Interview is with me!...
Spotify Earnings, Individualized Networks, AI and Aggregation
1 day ago
Spotify's nature as a content network means that AI is a sustaining...
Amazon Earnings, CapEx Concerns, Commodity AI
2 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
3 days ago
Google announced a massive increase in CapEx that blew away expectations; the...
2026.06: SaaSmageddon and the Super Bowl
6 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Benedict Evans About AI and Software
7 days ago
An interview with Benedict Evans about the crisis facing software, the future...
Apple Earnings, Supply Chain Speculation, China and Industrial Design
8 days ago
Apple's earnings could have been higher but the company couldn't get enough...
Microsoft and Software Survival
9 days ago
Listen to this post: Log in to listen One way to track...
2026.05: The Chip Fly in the AI Ointment
13 days ago
(Photo by Gilles Mingasson/Liaison) Welcome back to This Week in Stratechery! As...
Meta Earnings, Turning Dials, Zuckerberg’s Motivation
14 days ago
Meta is up, despite massive CapEx plans. The company is turning every...
An Interview with Kalshi CEO Tarek Monsour About Prediction Markets
15 days ago
An interview with Kalshi co-founder and CEO Tarek Monsour about the value...