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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 1 hour ago

Google Earnings, Search Status, China Antitrust Actions

about 1 hour ago

Investor disappointment in Google is overwrought, while Search is showing some positive...

Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation

1 day ago

I give my analysis of Apple's Earnings, and then OpenAI Deep Research...

The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance

2 days ago

Trump's new tariffs take aim at the de minimis exception, which has...

An Interview with Matthew Ball About the Gaming Slump

5 days ago

Listen to this post: Good morning, I am pleased to welcome Matthew...

Microsoft Earnings, Meta Earnings

6 days ago

Microsoft and Meta both emphasized their optionality as models become a commodity.

The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI

8 days ago

Further grappling with DeepSeek implications, including the lack of focus in U.S...

DeepSeek FAQ

9 days ago

It’s Monday, January 27. Why haven’t your written about DeepSeek yet I...

An Interview with Daniel Gross and Nat Friedman About Models, Margins, and Moats

13 days ago

An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and...

Stargate, The End of Microsoft and OpenAI

14 days ago

OpenAI's Stargate announcement and revised deal with Microsoft mark the end of...

Stratechery Updates, DeepSeek-R1, DeepSeek Implications

15 days ago

DeepSeek, a Chinese company, has a reasoning model similar to o1, except...

An Interview with Jon Yu About YouTube and Making Semiconductors

16 days ago

Good morning Today’s Stratechery Interview is with Jon Yu. Jon is the...