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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 19 hours ago

Oracle Pops, From Databases to AI, Oracle and OpenAI

about 19 hours ago

Oracle's stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI...

2025.37: Apple on the Periphery

4 days ago

(Photo by Marilyn K. Yee/New York Times Co./Getty Images) Welcome back to...

An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government

5 days ago

An interview with Dan Kim about the CHIPS program, why the U.S...

iPhones 17 and the Sugar Water Trap

6 days ago

I think the new iPhones are pretty great The base iPhone 17...

SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet

7 days ago

SpaceX just made a huge deal for spectrum, but they will still...

Atlassian Buys The Browser Company, Browser Wars, Why Atlassian

8 days ago

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...

2025.36: Google, Apple, and a Giant Sigh of Relief

11 days ago

(Steve Sims) Welcome back to This Week in Stratechery! As a reminder,...

An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl

12 days ago

Listen to this post: Good morning, Today’s Stratechery Interview is with Cloudflare...

Google Remedy Decision, Reasonable Remedies, The Google Patronage Network

13 days ago

Google lost some battles but won the war in its search distribution...

Made by Google 2025, AI Trade-offs, Google and the Long-Term

14 days ago

Google's latest Pixel event re-imagined launch events; it was appropriate given that...

2025.35: Intel and the Least Bad Option

18 days ago

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

Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs

19 days ago

Nvidia's earning continue to be governed by supply — and reasoning models...