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Stratechery by Ben Thompson
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Last updated 1 day ago
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
1 day ago
Apple's App Store is finally facing the reality of lower fees, and...
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
2 days ago
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue...
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
3 days ago
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market...
2026.33: The CapEx Train Keeps Rolling
6 days ago
(Photo by Underwood Archives/Getty Images) Welcome back to This Week in Stratechery!...
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
8 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...
Apple Earnings, More on Amazon’s Earnings
10 days ago
Apple's earnings (and stock) are limited not by memory but rather chip...
2026.32: Earnings and Learnings
13 days ago
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery!...
Google Earnings, The Frontier Case, Amazon Earnings
15 days ago
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy...
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
16 days ago
Microsoft's earnings were compelling because they showed a clarity of strategy, lower...
Meta Earnings, Meta’s Timing Problems, The Financial Tail
17 days ago
Good morning I am happy to be back, and not a moment...
Vacation: Week of July 27
24 days ago
Stratechery is on vacation the week of July 27. There will be...