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Stratechery by Ben Thompson

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Latest posts

Last updated 3 days ago

An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy

3 days ago

Good morning This week’s Stratechery Interview is with Uber CEO Dara Khosrowshahi....

Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence

4 days ago

The Super Bowl drew record ratings even if it wasn't a big...

The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid

5 days ago

The U.K. demands Apple build a back door into its products; Apple...

Deep Research and Knowledge Value

6 days ago

“When did you feel the AGI?” This is a question that has...

An Interview with ServiceNow CEO Bill McDermott about Enterprise AI Agents

10 days ago

Good morning This week’s Stratechery Interview is with ServiceNow CEO Bill McDermott....

Google Earnings, Search Status, China Antitrust Actions

11 days ago

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

Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation

12 days 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

13 days ago

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

An Interview with Matthew Ball About the Gaming Slump

16 days ago

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

Microsoft Earnings, Meta Earnings

17 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

19 days ago

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