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Stratechery by Ben Thompson
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Latest posts
Last updated about 22 hours ago
The OpenAI Super App, ChatGPT = Codex, Whither Chat
about 22 hours ago
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning...
Apple Sues OpenAI, Apple’s Real Problem
2 days ago
Apple is suing AI for stealing trade secrets; there is one guilty...
2026.28: XBOX On the Rocks
5 days ago
(Photo by Jeff Christensen/Liaison) Welcome back to This Week in Stratechery! As...
Muse Image, Grok 4.5, Alex Karp on CNBC
6 days ago
The batter for verifiable data is increasingly defining the AI race, from...
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
7 days ago
Microsoft's Xbox division is conducting big layoffs, as the company deals with...
A Script for Mark Zuckerberg
8 days ago
Listen to this post: Log in to listen The setting: Meta’s earnings...
Summer Break: Week of June 29
16 days ago
Stratechery is on summer break the week of June 29. There will...
2026.26: Summer Vibes
19 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Figma CEO Dylan Field About Design and AI
20 days ago
Good morning This week’s Stratechery interview is with Figma co-founder and CEO...
My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
21 days ago
My experience and reflections on vibe coding an app that I plan...
Memory Chips and China, Microsoft and Chinese Models
22 days ago
The big three memory makers may come to regret opening up the...
Apple Price Increases, Apple Intelligence and the E.U.
23 days ago
Apple is (finally) raising prices, but they're not shipping Siri AI to...