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Stratechery by Ben Thompson
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Latest posts
Last updated about 15 hours ago
The Deployment Company, Back to the 70s, Apple and Intel
about 15 hours 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
1 day ago
The Anthropic xAI deal is shocking but not surprising: Musk should double...
The Inference Shift
3 days ago
Subscribe to get access Read more of this content when you subscribe...
2026.19: Earning & Spending
5 days ago
(Photo by Maddie Meyer/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Joanna Stern About Living With AI
7 days ago
An interview with Joanna Stern about her new book about living with...
Microsoft Earnings, Apple Earnings
8 days ago
Microsoft unveils its new agentic business model, and Apple confronts shortages in...
Google Earnings, Meta Earnings
10 days ago
Wall Street loved Google's earnings, and hated Meta's, even though the latter's...
2026.18: Long-term, Peripheral & Myopic Visions
12 days ago
(Photo by Noah Berger/Getty Images for Amazon Web Services) Welcome back to...
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
14 days ago
Amazon's earnings suggest that the shift away from training towards inference and...
Intel Earnings, Intel’s Differentiation?, Whither Terafab
15 days ago
Intel's earnings were very impressive, but the chief driver was a structural...
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
15 days ago
Good morning As I noted yesterday, today’s Stratechery Interview is early in...