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Stratechery by Ben Thompson
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Latest posts
Last updated about 15 hours ago
Salesforce AI Force, Agents as UI, The Race to Headless
about 15 hours ago
Salesforce is abandoning UI as a moat, which is a very smart...
OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
1 day ago
ChatGPT ads are working, and solve Amazon's biggest problem with chatbots. Then...
Pacing the Frontier, AI’s Digital Limits, AI Commissars
3 days ago
Dario Amodei wants to pace the frontier; it's an unrealistic proposal that...
2026.37: Duo Threats
5 days ago
(Photo by Benjamin Fanjoy/Getty Images) Welcome back to This Week in Stratechery!...
The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
7 days ago
Apple once again demonstrated the power of integrating hardware and software, but...
OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
8 days ago
OpenAI solving one of the most famous math problems is extremely impressive...
2026.36: Friction and Feedback
12 days ago
(Photo by New York Yankees/Getty Images) Welcome back to This Week in...
An Interview with OpenAI President Greg Brockman About Astra and Alignment
13 days ago
Listen to this post: Good morning, This week’s Stratechery interview is with...
Fable 5.1, Enterprise Frontier Safeguards
15 days ago
Fable 5.1 is out, and the hated Fable data retention policy is...
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
16 days ago
Nvidia's earnings were remarking and boring — two sides of the same...
Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
17 days ago
Meta's settlement makes sense for all parties, but the entire sage highlights...