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Stratechery by Ben Thompson
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Latest posts
Last updated about 20 hours ago
An Interview with Gregory Allen About Anthropic and the U.S. Government
about 20 hours ago
An interview with Gregory Allen about Anthropic's dispute with the U.S. government.
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
2 days ago
Anthropic's enterprise business is reaching escape velocity, which increases the importance of...
Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
3 days ago
Why government is not the primary customer for tech companies, and is...
Anthropic and Alignment
4 days ago
Just because you do not take an interest in politics doesn’t mean...
2026.09: This Was an Xbox
7 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Bill Gurley About Runnin’ Down a Dream
8 days ago
An interview with long-time (retired) VC Bill Gurley about his new book...
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
9 days ago
Xbox has a new head, who isn't a gamer; I suspect Microsoft...
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
10 days ago
Another AI doomer article has gone viral, and like many in the...
2026.08: Losing in the Attention Economy
14 days ago
@PUBG Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with Matthew Ball About Gaming and the Fight for Attention
15 days ago
An interview with Matthew Ball about the state of the video gaming...
Shopify Earnings, Shopify’s AI Advantages
16 days ago
Shopify is poised to be one of the biggest winners from AI...