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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 2 hours ago

An Interview with SAP CEO Christian Klein About Enterprise AI

about 2 hours ago

Good morning Today’s Stratechery Interview is with SAP CEO Christian Klein. Klein...

Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings

2 days ago

Microsoft and Amazon are approaching AI differently, in ways that reflect their...

Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta

3 days ago

Meta's earnings were received positively by investors, but there were definite causes...

Platform Power Is Underrated

4 days ago

I cannot accept your canon that we are to judge Pope and...

2025.18: Meta and Its Many AI Plans

6 days ago

Source: Meta Welcome back to This Week in Stratechery! As a reminder,...

Apple Held in Contempt, The Crux of the Case, The Takings Clause

7 days ago

The judge in the Epic case released a devastating ruling on Apple's...

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

8 days ago

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

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons

9 days ago

Amazon's collision with the White House over tariffs highlights the political risk...

Intel Earnings, TSMC Earnings

10 days ago

Intel's earnings were brutal; TSMC, in stark contrast, is absolutely killing it.

Google Earnings, Search and AI, Building AI Products

11 days ago

Google's earnings were well-received, but they made me a bit nervous; Google...

2025.17: Where Will Apple Be in 2035?

14 days ago

(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...

An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

15 days ago

An interview with Eric Seufert about the impact of the trade war...