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Stratechery by Ben Thompson
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Latest posts
Last updated about 8 hours ago
An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
about 8 hours ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
1 day ago
TSMC admitted that it has invested too little in the face of...
Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
2 days ago
OpenAI finally announced that ads are coming to ChatGPT. It's an important...
2026.03: Technology Doings
6 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with United CEO Scott Kirby About Tech Transformation
7 days ago
Good morning This week’s Stratechery Interview is with United CEO Scott Kirby....
Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
8 days ago
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means...
Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
9 days ago
The deal to put Gemini at the heart of Siri is official...
Apple: You (Still) Don’t Understand the Vision Pro
10 days ago
Dear Apple I was, given my interest in virtual and augmented reality,...
2026.02: AI Power, Now and In 100 Years
13 days ago
(@bscholl) Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI
14 days ago
An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI...
Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
15 days ago
Nvidia's CES announcements didn't have much for consumers, but affects them all...
Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense
16 days ago
Nvidia is licensing Groq's technology and hiring most of its employees; it's...