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Stratechery by Ben Thompson
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Latest posts
Last updated about 9 hours ago
Meta Earnings, Turning Dials, Zuckerberg’s Motivation
about 9 hours ago
Meta is up, despite massive CapEx plans. The company is turning every...
An Interview with Kalshi CEO Tarek Monsour About Prediction Markets
1 day ago
An interview with Kalshi co-founder and CEO Tarek Monsour about the value...
Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism
2 days ago
Intel's earnings were disappointing because the company is missing a huge opportunity...
2026.04: Netflix, Luka, and Life in La La Land
6 days ago
(Photo by Mario Tama/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
7 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
8 days ago
TSMC admitted that it has invested too little in the face of...
Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
9 days ago
OpenAI finally announced that ads are coming to ChatGPT. It's an important...
2026.03: Technology Doings
13 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with United CEO Scott Kirby About Tech Transformation
14 days ago
Good morning This week’s Stratechery Interview is with United CEO Scott Kirby....
Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
15 days ago
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means...
Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
16 days ago
The deal to put Gemini at the heart of Siri is official...