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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 10 hours ago
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
about 10 hours ago
Nvidia's earnings were remarking and boring — two sides of the same...
Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
1 day ago
Meta's settlement makes sense for all parties, but the entire sage highlights...
2026.35: Internet Hype and Real World Change
4 days ago
(Photo by Natalie Behring/Getty Images) Welcome back to This Week in Stratechery!...
Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
6 days ago
Apple and OpenAI have two completely different hardware announcements; both represent pressure...
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
7 days ago
Netflix is considering selling other streaming services, and I think it's a...
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
13 days 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
14 days ago
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue...
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
15 days ago
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market...
2026.33: The CapEx Train Keeps Rolling
18 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
20 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...