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Stratechery by Ben Thompson
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Latest posts
Last updated 3 days ago
Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
3 days ago
Anthropic's Opus 4.5 appears to be a big breakthrough that slots into...
Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
4 days ago
Nvidia earnings are the wrong place to look for evidence of an...
2025.47: Gemini! At The Disco
7 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Eric Seufert About Advertising and AI
8 days ago
An interview with Eric Seufert about the right advertising model for AI...
Gemini 3, Winners and Losers, Integration and the Enterprise
9 days ago
Gemini 3 is out, and looks to be state of the art...
Robotaxis and Suburbia
10 days ago
It was difficult in the beginning to answer the question I got...
ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
11 days ago
ChatGPT is getting group chats, a long-standing Stratechery feature request. It's also...
2025.46: Satellites and Strategy
14 days ago
(Photo by Miguel J. Rodriguez Carrillo/Getty Images) Welcome back to This Week...
An Interview with Unity CEO Matthew Bromberg About Turnarounds
15 days ago
Good morning This week’s Stratechery interview is with Unity CEO Matthew Bromberg....
Microsoft Earnings, CoreAI/MantleAI, Additional Notes
16 days ago
Microsoft declares independence from OpenAI and sketches out its future role building...
SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
17 days ago
SpaceX buys the spectrum it needs to be a standalone mobile carrier...
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
18 days ago
Apple is already benefitting from AI via the App Store. Meanwhile, Siri...