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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

2026.22: Luceing Their Mind

1 day ago

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

An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

2 days ago

An Interview with Eric Seufert about building models for generative AI, why...

The SpaceX IPO and Data Centers in Space

3 days ago

Listen to this post: Log in to listen It’s hardly the biggest...

Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

4 days ago

Nvidia is changing its reporting to delineate between hyperscaler sales — where...

2026.21: The Data Center Veto

8 days ago

(Lexi Critchett/Bloomberg via Getty Images) Welcome back to This Week in Stratechery!...

An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

9 days ago

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...

Google I/O, World Models, I/O Spaghetti

10 days ago

Google I/O put AI everywhere, for better and for worse. Meanwhile, is...

Personal Day

11 days ago

Personal Day — No Update

Data Center Discontent, Understanding the Opposition, Fixing the Problem

12 days ago

There are understandable reasons for people to oppose data centers; the only...

2026.20: Shifting Alliances in a Changing World

15 days ago

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

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

16 days ago

An interview with me about the implications of the compute shortage on...

The Deployment Company, Back to the 70s, Apple and Intel

17 days ago

Listen to this post: Good morning, President Trump is on the way...