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Stratechery by Ben Thompson
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Latest posts
Last updated about 17 hours ago
Google I/O, World Models, I/O Spaghetti
about 17 hours ago
Google I/O put AI everywhere, for better and for worse. Meanwhile, is...
Data Center Discontent, Understanding the Opposition, Fixing the Problem
3 days ago
There are understandable reasons for people to oppose data centers; the only...
2026.20: Shifting Alliances in a Changing World
5 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
7 days ago
An interview with me about the implications of the compute shortage on...
The Deployment Company, Back to the 70s, Apple and Intel
8 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
9 days ago
The Anthropic xAI deal is shocking but not surprising: Musk should double...
The Inference Shift
10 days ago
Subscribe to get access Read more of this content when you subscribe...
2026.19: Earning & Spending
12 days ago
(Photo by Maddie Meyer/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Joanna Stern About Living With AI
14 days ago
An interview with Joanna Stern about her new book about living with...
Microsoft Earnings, Apple Earnings
15 days ago
Microsoft unveils its new agentic business model, and Apple confronts shortages in...