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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 8 hours ago
Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
about 8 hours ago
Apple and OpenAI have two completely different hardware announcements; both represent pressure...
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
1 day ago
Netflix is considering selling other streaming services, and I think it's a...
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
7 days ago
Apple's App Store is finally facing the reality of lower fees, and...
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
8 days ago
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue...
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
9 days ago
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market...
2026.33: The CapEx Train Keeps Rolling
12 days ago
(Photo by Underwood Archives/Getty Images) Welcome back to This Week in Stratechery!...
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
14 days ago
Anthropic is adding watermarking in response to the E.U.'s AI law. It's...
Apple Earnings, More on Amazon’s Earnings
16 days ago
Apple's earnings (and stock) are limited not by memory but rather chip...
2026.32: Earnings and Learnings
19 days ago
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery!...