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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 1 hour ago
Google Earnings, Search Status, China Antitrust Actions
about 1 hour ago
Investor disappointment in Google is overwrought, while Search is showing some positive...
Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
1 day ago
I give my analysis of Apple's Earnings, and then OpenAI Deep Research...
The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance
2 days ago
Trump's new tariffs take aim at the de minimis exception, which has...
An Interview with Matthew Ball About the Gaming Slump
5 days ago
Listen to this post: Good morning, I am pleased to welcome Matthew...
Microsoft Earnings, Meta Earnings
6 days ago
Microsoft and Meta both emphasized their optionality as models become a commodity.
Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes
7 days ago
Chinese New Year wishes, and a scheduling adjustment.
The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
8 days ago
Further grappling with DeepSeek implications, including the lack of focus in U.S...
An Interview with Daniel Gross and Nat Friedman About Models, Margins, and Moats
13 days ago
An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and...
Stargate, The End of Microsoft and OpenAI
14 days ago
OpenAI's Stargate announcement and revised deal with Microsoft mark the end of...
Stratechery Updates, DeepSeek-R1, DeepSeek Implications
15 days ago
DeepSeek, a Chinese company, has a reasoning model similar to o1, except...
An Interview with Jon Yu About YouTube and Making Semiconductors
16 days ago
Good morning Today’s Stratechery Interview is with Jon Yu. Jon is the...