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Stratechery by Ben Thompson
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Latest posts
Last updated about 21 hours ago
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
about 21 hours ago
Microsoft's Xbox division is conducting big layoffs, as the company deals with...
A Script for Mark Zuckerberg
2 days ago
Listen to this post: Log in to listen The setting: Meta’s earnings...
Summer Break: Week of June 29
10 days ago
Stratechery is on summer break the week of June 29. There will...
2026.26: Summer Vibes
13 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Figma CEO Dylan Field About Design and AI
14 days ago
Good morning This week’s Stratechery interview is with Figma co-founder and CEO...
My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
15 days ago
My experience and reflections on vibe coding an app that I plan...
Memory Chips and China, Microsoft and Chinese Models
16 days ago
The big three memory makers may come to regret opening up the...
Apple Price Increases, Apple Intelligence and the E.U.
17 days ago
Apple is (finally) raising prices, but they're not shipping Siri AI to...
2026.25: The Stuff of Myth(os)
20 days ago
(Photo by Ronald Cortes/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Michael Morton About E-Commerce in the Age of AI
21 days ago
An interview with Michael Morton about e-commerce and AI, including the challenges...
The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
22 days ago
The administration is very likely wrong about Fable, but that is ultimately...
Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
23 days ago
The market hates Fox's acquisition of Roku, but the company is trading...