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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 14 hours ago

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

about 14 hours 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

1 day ago

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

Anthropic’s Safety Superpower

3 days ago

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

2026.24: Hey Siri, Tell Me a Fable

5 days ago

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

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

7 days ago

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

Fable 5, Anthropic Alignment, AI Tiers

8 days ago

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

The iPhone’s Last Stand

9 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

10 days ago

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

2026.23: Power Shifts

12 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

14 days ago

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

The Nvidia AI PC, Project Solara, Microsoft AI

15 days ago

Listen to this post: Good morning, I don’t normally give away my...

The Google Capital Company

16 days ago

Listen to this post: Log in to listen What does the most...