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Stratechery by Ben Thompson
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Latest posts
Last updated about 3 hours ago
2026.23: Power Shifts
about 4 hours ago
(Photo by Gregory Shamus/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
1 day ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
The Nvidia AI PC, Project Solara, Microsoft AI
2 days ago
Listen to this post: Good morning, I don’t normally give away my...
YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
4 days ago
YouTubers are ruling the box office, and it shouldn't be a surprise...
2026.22: Luceing Their Mind
7 days ago
(Ferrari) Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
8 days ago
An Interview with Eric Seufert about building models for generative AI, why...
The SpaceX IPO and Data Centers in Space
9 days ago
Listen to this post: Log in to listen It’s hardly the biggest...
Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
10 days ago
Nvidia is changing its reporting to delineate between hyperscaler sales — where...
2026.21: The Data Center Veto
14 days ago
(Lexi Critchett/Bloomberg via Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
15 days ago
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...
Google I/O, World Models, I/O Spaghetti
16 days ago
Google I/O put AI everywhere, for better and for worse. Meanwhile, is...