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Stratechery by Ben Thompson
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Latest posts
Last updated about 3 hours ago
Google Earnings, The Frontier Case, Amazon Earnings
about 3 hours ago
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy...
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
1 day ago
Microsoft's earnings were compelling because they showed a clarity of strategy, lower...
Meta Earnings, Meta’s Timing Problems, The Financial Tail
2 days ago
Good morning I am happy to be back, and not a moment...
Vacation: Week of July 27
9 days ago
Stratechery is on vacation the week of July 27. There will be...
2026.30: The Copium Wars
12 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
14 days ago
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than...
Netflix Earnings, Is Netflix Washed?, Additional Notes
15 days ago
Netflix's earnings were fine, and befitting a mature company whose most exciting...
Who’s Afraid of Chinese Models?
16 days ago
There’s a story I tell about my first day in STRT-431 at...
2026.29: Mainframes and Main Characters
19 days ago
Jean Pigozzi via Andy Hertzfeld on left, GenAI via Muse Image on...
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
21 days ago
IBM announced preliminary results that spooked the software market generally; this is...
The OpenAI Super App, ChatGPT = Codex, Whither Chat
22 days ago
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning...
Apple Sues OpenAI, Apple’s Real Problem
23 days ago
Apple is suing AI for stealing trade secrets; there is one guilty...