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Stratechery by Ben Thompson
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Latest posts
Last updated about 11 hours ago
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
about 11 hours ago
Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia...
2026.23: Power Shifts
3 days ago
(Photo by Gregory Shamus/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
4 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
The Nvidia AI PC, Project Solara, Microsoft AI
5 days ago
Listen to this post: Good morning, I don’t normally give away my...
YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
7 days ago
YouTubers are ruling the box office, and it shouldn't be a surprise...
2026.22: Luceing Their Mind
10 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
11 days ago
An Interview with Eric Seufert about building models for generative AI, why...
The SpaceX IPO and Data Centers in Space
12 days ago
Listen to this post: Log in to listen It’s hardly the biggest...
Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
13 days ago
Nvidia is changing its reporting to delineate between hyperscaler sales — where...
2026.21: The Data Center Veto
17 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
18 days ago
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...