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Stratechery by Ben Thompson
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Latest posts
Last updated 1 day ago
Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
1 day ago
Nvidia earnings are the wrong place to look for evidence of an...
2025.47: Gemini! At The Disco
4 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Eric Seufert About Advertising and AI
5 days ago
An interview with Eric Seufert about the right advertising model for AI...
Gemini 3, Winners and Losers, Integration and the Enterprise
6 days ago
Gemini 3 is out, and looks to be state of the art...
ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
8 days ago
ChatGPT is getting group chats, a long-standing Stratechery feature request. It's also...
2025.46: Satellites and Strategy
11 days ago
(Photo by Miguel J. Rodriguez Carrillo/Getty Images) Welcome back to This Week...
An Interview with Unity CEO Matthew Bromberg About Turnarounds
12 days ago
Good morning This week’s Stratechery interview is with Unity CEO Matthew Bromberg....
Microsoft Earnings, CoreAI/MantleAI, Additional Notes
13 days ago
Microsoft declares independence from OpenAI and sketches out its future role building...
SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
14 days ago
SpaceX buys the spectrum it needs to be a standalone mobile carrier...
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
15 days ago
Apple is already benefitting from AI via the App Store. Meanwhile, Siri...
2025.45: Frothiness and the Future
18 days ago
(AI-Generated Image) Welcome back to This Week in Stratechery! As a reminder,...