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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 7 hours ago
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
about 7 hours ago
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market...
2026.33: The CapEx Train Keeps Rolling
3 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
5 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...
Apple Earnings, More on Amazon’s Earnings
7 days ago
Apple's earnings (and stock) are limited not by memory but rather chip...
2026.32: Earnings and Learnings
10 days ago
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery!...
Google Earnings, The Frontier Case, Amazon Earnings
12 days ago
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy...
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
13 days ago
Microsoft's earnings were compelling because they showed a clarity of strategy, lower...
Meta Earnings, Meta’s Timing Problems, The Financial Tail
14 days ago
Good morning I am happy to be back, and not a moment...
Vacation: Week of July 27
21 days ago
Stratechery is on vacation the week of July 27. There will be...
2026.30: The Copium Wars
24 days ago
(Photo by Ng Han Guan-Pool/Getty Images) Welcome back to This Week in...
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
26 days ago
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than...