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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 7 hours ago

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

about 7 hours ago

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI...

Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo

1 day ago

Nvidia's CES announcements didn't have much for consumers, but affects them all...

Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense

2 days ago

Nvidia is licensing Groq's technology and hiring most of its employees; it's...

AI and the Human Condition

3 days ago

Listen to this post: Log in to listen Pity the paradox of...

Winter Break: December 22nd to January 2nd

17 days ago

Stratechery is on holiday from December 22, 2025 to January 2, 2026...

The 2025 Stratechery Year in Review

21 days ago

While I started Stratechery in 2013 while living in the United States...

ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule

22 days ago

ChatGPT Image 1.5 launched, and while it seems comparable to Gemini's Nano...

An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

23 days ago

Listen to this post: Good morning, Today’s Stratechery Interview is with Rivian...

Disney and OpenAI, Totems in an AI World, Google Versus the World

24 days ago

Disney made a deal with OpenAI, which both speaks to the durability...

2025.50: Netflix and a Hollywood Chill

27 days ago

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

An Interview with Ryan Jones About Flighty and Building Apps in 2025

28 days ago

An interview with Ryan Jones about Flighty, my favorite iOS app, and...

Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision

29 days ago

The Trump administration has effectively unwound the Biden era chip controls by...