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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 2 days ago

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

2 days ago

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than...

Netflix Earnings, Is Netflix Washed?, Additional Notes

3 days ago

Netflix's earnings were fine, and befitting a mature company whose most exciting...

Who’s Afraid of Chinese Models?

4 days ago

There’s a story I tell about my first day in STRT-431 at...

2026.29: Mainframes and Main Characters

7 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

9 days ago

IBM announced preliminary results that spooked the software market generally; this is...

The OpenAI Super App, ChatGPT = Codex, Whither Chat

10 days ago

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning...

Apple Sues OpenAI, Apple’s Real Problem

11 days ago

Apple is suing AI for stealing trade secrets; there is one guilty...

2026.28: XBOX On the Rocks

14 days ago

(Photo by Jeff Christensen/Liaison) Welcome back to This Week in Stratechery! As...

Muse Image, Grok 4.5, Alex Karp on CNBC

15 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

16 days ago

Microsoft's Xbox division is conducting big layoffs, as the company deals with...

A Script for Mark Zuckerberg

17 days ago

Listen to this post: Log in to listen The setting: Meta’s earnings...

Summer Break: Week of June 29

25 days ago

Stratechery is on summer break the week of June 29. There will...