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Stratechery by Ben Thompson
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Latest posts
Last updated about 9 hours ago
The Google Capital Company
about 9 hours ago
Listen to this post: Log in to listen What does the most...
YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
1 day ago
YouTubers are ruling the box office, and it shouldn't be a surprise...
2026.22: Luceing Their Mind
4 days ago
(Ferrari) Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
5 days ago
An Interview with Eric Seufert about building models for generative AI, why...
The SpaceX IPO and Data Centers in Space
6 days ago
Listen to this post: Log in to listen It’s hardly the biggest...
Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
7 days ago
Nvidia is changing its reporting to delineate between hyperscaler sales — where...
2026.21: The Data Center Veto
11 days ago
(Lexi Critchett/Bloomberg via Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
12 days ago
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...
Google I/O, World Models, I/O Spaghetti
13 days ago
Google I/O put AI everywhere, for better and for worse. Meanwhile, is...
Data Center Discontent, Understanding the Opposition, Fixing the Problem
15 days ago
There are understandable reasons for people to oppose data centers; the only...
2026.20: Shifting Alliances in a Changing World
18 days ago
(Photo by Alex Wong/Getty Images) Welcome back to This Week in Stratechery!...