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Stratechery by Ben Thompson
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Latest posts
Last updated about 9 hours ago
Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
about 10 hours ago
Amazon's collision with the White House over tariffs highlights the political risk...
Intel Earnings, TSMC Earnings
1 day ago
Intel's earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
Google Earnings, Search and AI, Building AI Products
2 days ago
Google's earnings were well-received, but they made me a bit nervous; Google...
2025.17: Where Will Apple Be in 2035?
6 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
7 days ago
An interview with Eric Seufert about the impact of the trade war...
Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
7 days ago
Good morning On Monday’s Sharp Tech, we discussed Memory on ChatGPT and...
Apple and the Ghosts of Companies Past
8 days ago
Apple is not doomed, although things were feeling pretty shaky a couple...
Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
9 days ago
Google lost its ad antitrust case; if the case is upheld, it...
2025.16: Meta and the Shape of Digital Markets
12 days ago
Photo by Justin Sullivan/Getty Images Welcome back to This Week in Stratechery!...
An Interview with Dan Kim and Hassan Khan About CHIPS
13 days ago
Good morning This week’s Stratechery Interview is with Dan Kim and Hassan...
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
14 days ago
Good morning On Monday’s episode of Sharp Tech, we discussed Apple’s temporary...
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
15 days ago
The FTC’s case against Facebook doesn’t make sense because it conflates three...