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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 12 hours ago

2026.39: Begun, the Aggregator Wars Have

about 12 hours ago

Welcome back to This Week in Stratechery! As a reminder, each week,...

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

2 days ago

An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and...

More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?

3 days ago

Meta needs Walmart to wait out Amazon; Expedia seeks to keep its...

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator

4 days ago

Amazon predictably blocked Muse, but there is room for a deal based...

Frontier Overhangs

5 days ago

There has been, over the last week, what I think is a...

2026.38: Doomforce

7 days ago

(Photo by Benjamin Fanjoy/Getty Images) Welcome back to This Week in Stratechery!...

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

9 days ago

An Interview with Joanna Stern About the iPhone Duo and AI for...

Salesforce AI Force, Agents as UI, The Race to Headless

10 days ago

Salesforce is abandoning UI as a moat, which is a very smart...

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay

11 days ago

ChatGPT ads are working, and solve Amazon's biggest problem with chatbots. Then...

Pacing the Frontier, AI’s Digital Limits, AI Commissars

12 days ago

Dario Amodei wants to pace the frontier; it's an unrealistic proposal that...

2026.37: Duo Threats

14 days ago

(Photo by Benjamin Fanjoy/Getty Images) Welcome back to This Week in Stratechery!...

The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence

16 days ago

Apple once again demonstrated the power of integrating hardware and software, but...