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Stratechery by Ben Thompson
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Latest posts
Last updated about 21 hours ago
Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
about 22 hours ago
Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and...
An Interview with Gracelin Baskaran About Rare Earths
2 days ago
An interview with Dr. Gracelin Baskaran about rare earths: how did the...
OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
3 days ago
OpenAI's deal with Broadcom makes perfect sense, because OpenAI already knows exactly...
China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
4 days ago
China is instituting controls on rare earths, which are essential for technology...
2025.41: It’s OpenAI’s World, We’re Just Living in It
7 days ago
(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each...
The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
8 days ago
OpenAI's DevDay evolution mirrors the hype cycle; Microsoft's Game Pass price raise...
An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
9 days ago
Listen to this post: Today’s Stratechery Interview is with OpenAI co-founder and...
OpenAI’s Windows Play
10 days ago
OpenAI’s flood of announcements are getting hard to keep up with. A...
Sora, AI Bicycles, and Meta Disruption
11 days ago
The App Store charts tell the story, at least for the first...
2025.40: The AI Slop Era Arrives
14 days ago
Jon Yu of Asianometry visited drone delivery service Manna and made a...
An Interview with Ben Bajarin About AI Infrastructure
15 days ago
An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.
Sora the App, Sonnet 4.5 and the Question of Models as Processors
16 days ago
OpenAI has its own AI video app with Sora, powered by Sora...