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Stratechery by Ben Thompson
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Latest posts
Last updated about 10 hours ago
2025.16: Meta and the Shape of Digital Markets
about 10 hours ago
Photo by Justin Sullivan/Getty Images Welcome back to This Week in Stratechery!...
An Interview with Dan Kim and Hassan Khan About CHIPS
1 day ago
Good morning This week’s Stratechery Interview is with Dan Kim and Hassan...
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
3 days ago
Good morning On Monday’s episode of Sharp Tech, we discussed Apple’s temporary...
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
4 days ago
The FTC’s case against Facebook doesn’t make sense because it conflates three...
ChatGPT Memory, Boundaries and AI Companions, Auren
5 days ago
Good morning On last Thursday’s Sharp Tech, Andrew and I discussed the...
2025.15: Liberation and Whiplash
7 days ago
Hello! And welcome to a new feature called “This Week in Stratechery.”...
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
9 days ago
Good morning This week’s Stratechery Interview is with Google Cloud CEO Thomas...
American Disruption
10 days ago
I have a few informal guidelines that govern my writing on Stratechery...
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
11 days ago
A focus on the tariff's impact on Apple specifically, and how Apple...
Trade, Tariffs, and Tech
12 days ago
Pretend, if you can, that the last week didn’t happen (a tall...
Vacation: March 31st to April 3rd
18 days ago
Stratechery is on vacation from March 31 to April 3; the next...
2025.13: YouTubeTV and Big Tech Realities
22 days ago
Here were a few of our favorites from Stratechery Plus this week...