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Stratechery by Ben Thompson
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Latest posts
Last updated 1 day ago
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
1 day ago
Good morning This week’s Stratechery Interview is with Atlassian founder and CEO...
AWS re:Invent, Agents for AWS, Nova Forge
2 days ago
AWS re:Invent sought to present AI solutions in the spirit of AWS'...
OpenAI Code Red, AWS and Google Cloud Networking
3 days ago
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the...
Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
10 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
11 days ago
Nvidia earnings are the wrong place to look for evidence of an...
2025.47: Gemini! At The Disco
14 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Eric Seufert About Advertising and AI
15 days ago
An interview with Eric Seufert about the right advertising model for AI...
Gemini 3, Winners and Losers, Integration and the Enterprise
16 days ago
Gemini 3 is out, and looks to be state of the art...
Robotaxis and Suburbia
17 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
18 days ago
ChatGPT is getting group chats, a long-standing Stratechery feature request. It's also...
2025.46: Satellites and Strategy
21 days ago
(Photo by Miguel J. Rodriguez Carrillo/Getty Images) Welcome back to This Week...