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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 1 day ago

2026.25: The Stuff of Myth(os)

1 day ago

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

An Interview with Michael Morton About E-Commerce in the Age of AI

3 days ago

An interview with Michael Morton about e-commerce and AI, including the challenges...

The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor

4 days ago

The administration is very likely wrong about Fable, but that is ultimately...

Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works

5 days ago

The market hates Fox's acquisition of Roku, but the company is trading...

Anthropic’s Safety Superpower

6 days ago

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly...

2026.24: Hey Siri, Tell Me a Fable

8 days ago

(Apple) Welcome back to This Week in Stratechery! As a reminder, each...

An Interview with Ben Bajarin About Apple, AI, and Compute

10 days ago

An interview with Ben Bajarin about WWDC and the status of the...

Fable 5, Anthropic Alignment, AI Tiers

11 days ago

Fable 5 is the public version of Mythos, and while it is...

The iPhone’s Last Stand

12 days ago

Listen to this post: Log in to listen Apple fans would, for...

Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

13 days ago

Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia...

2026.23: Power Shifts

15 days ago

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

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

17 days ago

Listen to this post: Good morning, This week’s Stratechery Interview is with...