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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
2026.19: Earning & Spending
2 days ago
(Photo by Maddie Meyer/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Joanna Stern About Living With AI
4 days ago
An interview with Joanna Stern about her new book about living with...
Microsoft Earnings, Apple Earnings
5 days ago
Microsoft unveils its new agentic business model, and Apple confronts shortages in...
Google Earnings, Meta Earnings
7 days ago
Wall Street loved Google's earnings, and hated Meta's, even though the latter's...
2026.18: Long-term, Peripheral & Myopic Visions
9 days ago
(Photo by Noah Berger/Getty Images for Amazon Web Services) Welcome back to...
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
11 days ago
Amazon's earnings suggest that the shift away from training towards inference and...
Intel Earnings, Intel’s Differentiation?, Whither Terafab
12 days ago
Intel's earnings were very impressive, but the chief driver was a structural...
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
12 days ago
Good morning As I noted yesterday, today’s Stratechery Interview is early in...
AI Hardware, Meta Display, Redefining VR and AR
14 days ago
I finally tried the Meta Ray-Ban Display, and it completely changed how...
2026.17: He Came, He Saw, He Cooked
16 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
18 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...