| 2025-05-10 |
2025.19: Platforms and Their Privileges |
This Week in Stratechery ‧ Ben Thompson |
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| 2025-04-29 |
Intel Earnings, TSMC Earnings |
Daily Update ‧ Ben Thompson |
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| 2025-04-28 |
Google Earnings, Search and AI, Building AI Products |
Daily Update ‧ Ben Thompson |
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| 2025-04-25 |
2025.17: Where Will Apple Be in 2035? |
This Week in Stratechery ‧ Andrew Sharp |
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| 2025-04-24 |
An Interview with Eric Seufert About Digital Advertising During Political Uncertainty |
Daily Update ‧ Ben Thompson |
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| 2025-04-23 |
Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation |
Daily Update ‧ Ben Thompson |
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| 2025-04-22 |
Apple and the Ghosts of Companies Past |
Articles ‧ Ben Thompson |
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| 2025-04-21 |
Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception |
Daily Update ‧ Ben Thompson |
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| 2025-04-19 |
2025.16: Meta and the Shape of Digital Markets |
This Week in Stratechery ‧ Andrew Sharp |
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| 2025-04-17 |
An Interview with Dan Kim and Hassan Khan About CHIPS |
Daily Update ‧ Ben Thompson |
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| 2025-04-16 |
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls |
Daily Update ‧ Ben Thompson |
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| 2025-04-15 |
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces |
Daily Update ‧ Ben Thompson |
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| 2025-04-14 |
ChatGPT Memory, Boundaries and AI Companions, Auren |
Daily Update ‧ Ben Thompson |
|
| 2025-04-11 |
2025.15: Liberation and Whiplash |
This Week in Stratechery ‧ Ben Thompson |
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| 2025-04-11 |
2025.13: YouTubeTV and Big Tech Realities |
This Week in Stratechery ‧ Andrew Sharp |
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| 2025-04-10 |
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture |
Daily Update ‧ Ben Thompson |
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| 2025-04-09 |
‘American Disruption’ |
John Gruber |
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| 2025-04-08 |
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk |
Daily Update ‧ Ben Thompson |
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| 2025-04-07 |
Trade, Tariffs, and Tech |
Daily Update ‧ Ben Thompson |
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| 2025-03-31 |
Vacation: March 31st to April 3rd |
Daily Update ‧ Ben Thompson |
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| 2025-03-27 |
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI |
Daily Update ‧ Ben Thompson |
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| 2025-03-26 |
OpenAI’s New Image Model, Graphic Design and Google, More on Security |
Daily Update ‧ Ben Thompson |
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| 2025-03-25 |
The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security |
Daily Update ‧ Ben Thompson |
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| 2025-03-24 |
YouTube TV, Wiz, and Why Monopolies Buy Innovation |
Articles ‧ Ben Thompson |
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| 2025-03-20 |
An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company |
Daily Update ‧ Ben Thompson |
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| 2025-03-19 |
Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier |
Daily Update ‧ Ben Thompson |
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| 2025-03-18 |
Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence |
Daily Update ‧ Ben Thompson |
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| 2025-03-17 |
Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI |
Daily Update ‧ Ben Thompson |
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| 2025-03-13 |
An Interview with Tailscale Co-Founder and CEO Avery Pennarun |
Daily Update ‧ Ben Thompson |
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| 2025-03-12 |
OpenAI API Updates, Steelmanning the API Business, The Problem With Both |
Daily Update ‧ Ben Thompson |
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| 2025-03-11 |
A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups |
Daily Update ‧ Ben Thompson |
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| 2025-03-10 |
Apple AI’s Platform Pivot Potential |
Articles ‧ Ben Thompson |
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| 2025-03-06 |
An Interview with Michael Nathanson About the Streaming Endgame |
Daily Update ‧ Ben Thompson |
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| 2025-03-05 |
Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake |
Daily Update ‧ Ben Thompson |
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| 2025-03-04 |
More TSMC Fabs in the U.S., Taiwan’s Trump Card |
Daily Update ‧ Ben Thompson |
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| 2025-03-03 |
Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity |
Daily Update ‧ Ben Thompson |
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| 2025-02-27 |
An Interview with Benedict Evans About AI Unknowns |
Daily Update ‧ Ben Thompson |
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| 2025-02-26 |
More Chip Curbs?, Google LLM Status Check |
Daily Update ‧ Ben Thompson |
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| 2025-02-26 |
AI Promise and Chip Precariousness |
Articles ‧ Ben Thompson |
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| 2025-02-25 |
The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued |
Daily Update ‧ Ben Thompson |
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| 2025-02-20 |
An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery |
Daily Update ‧ Ben Thompson |
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| 2025-02-19 |
Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage |
Daily Update ‧ Ben Thompson |
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| 2025-02-18 |
Grok 3, The Nvidia Shortcut, Competitive Implications |
Daily Update ‧ Ben Thompson |
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| 2025-02-13 |
An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy |
Daily Update ‧ Ben Thompson |
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| 2025-02-12 |
Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence |
Daily Update ‧ Ben Thompson |
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| 2025-02-11 |
The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid |
Daily Update ‧ Ben Thompson |
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| 2025-02-11 |
Deep Research and Knowledge Value |
Articles ‧ Ben Thompson |
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| 2025-02-06 |
An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents |
Daily Update ‧ Ben Thompson |
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| 2025-02-05 |
Google Earnings, Search Status, China Antitrust Actions |
Daily Update ‧ Ben Thompson |
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| 2025-02-04 |
Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation |
Daily Update ‧ Ben Thompson |
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| 2025-02-03 |
The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance |
Daily Update ‧ Ben Thompson |
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| 2025-01-31 |
An Interview with Matthew Ball About the Gaming Slump |
Daily Update ‧ Ben Thompson |
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| 2025-01-30 |
Microsoft Earnings, Meta Earnings |
Daily Update ‧ Ben Thompson |
|
| 2025-01-29 |
Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes |
Daily Update ‧ Ben Thompson |
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| 2025-01-28 |
The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI |
Daily Update ‧ Ben Thompson |
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| 2025-01-27 |
Ben Thompson’s DeepSeek FAQ |
John Gruber |
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| 2025-01-23 |
An Interview with Daniel Gross and Nat Friedman About Models, Margins, and Moats |
Daily Update ‧ Ben Thompson |
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| 2025-01-22 |
Stargate, The End of Microsoft and OpenAI |
Daily Update ‧ Ben Thompson |
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| 2025-01-21 |
Stratechery Updates, DeepSeek-R1, DeepSeek Implications |
Daily Update ‧ Ben Thompson |
|
| 2025-01-21 |
An Interview with Jon Yu About YouTube and Making Semiconductors |
Daily Update ‧ Ben Thompson |
|
| 2025-01-21 |
Stratechery Plus + Asianometry |
Announcements ‧ Ben Thompson |
|
| 2025-01-20 |
No Update: Delayed Interview |
Daily Update ‧ Ben Thompson |
|
| 2025-01-16 |
TikTok Ban Approaches, Generational Implications, Xiaohongshu |
Daily Update ‧ Ben Thompson |
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| 2025-01-16 |
AI Diffusion Regulations, Closing Loopholes, The Objections |
Daily Update ‧ Ben Thompson |
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| 2025-01-16 |
An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts |
Daily Update ‧ Ben Thompson |
|
| 2025-01-16 |
Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well |
Daily Update ‧ Ben Thompson |
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| 2025-01-16 |
Nvidia at CES, Cosmos and Omniverse, Digits |
Daily Update ‧ Ben Thompson |
|
| 2025-01-16 |
Rapidus, The End of Economic Rationality, AI Disruption |
Daily Update ‧ Ben Thompson |
|
| 2025-01-16 |
Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search |
Daily Update ‧ Ben Thompson |
|
| 2025-01-13 |
AI’s Uneven Arrival |
Articles ‧ Ben Thompson |
|
| 2024-12-30 |
Holiday Break: December 23rd to January 6th |
Daily Update ‧ Ben Thompson |
|
| 2024-12-19 |
The 2024 Stratechery Year in Review |
Articles ‧ Ben Thompson |
|
| 2024-12-09 |
Intel’s Death and Potential Revival |
Articles ‧ Ben Thompson |
|
| 2024-12-02 |
The Gen AI Bridge to the Future |
Articles ‧ Ben Thompson |
|
| 2024-11-19 |
A Chance to Build |
Articles ‧ Ben Thompson |
|
| 2024-10-29 |
Meta’s AI Abundance |
Articles ‧ Ben Thompson |
|
| 2024-10-16 |
Elon Dreams and Bitter Lessons |
Articles ‧ Ben Thompson |
|
| 2024-09-24 |
Enterprise Philosophy and The First Wave of AI |
Articles ‧ Ben Thompson |
|
| 2024-09-10 |
Boomer Apple |
Articles ‧ Ben Thompson |
|
| 2024-09-03 |
Intel Honesty |
Articles ‧ Ben Thompson |
|
| 2024-08-14 |
Integration and Android |
Articles ‧ Ben Thompson |
|
| 2024-08-07 |
Friendly Google and Enemy Remedies |
Articles ‧ Ben Thompson |
|
| 2024-07-22 |
Crashes and Competition |
Articles ‧ Ben Thompson |
|
| 2024-07-09 |
The E.U. Goes Too Far |
Articles ‧ Ben Thompson |
|
| 2024-07-02 |
Summer Break: Week of July 1st |
Announcements ‧ Ben Thompson |
|
| 2024-06-10 |
Apple Intelligence is Right On Time |
Articles ‧ Ben Thompson |
|
| 2024-05-30 |
AI Integration and Modularization |
Articles ‧ Ben Thompson |
|
| 2024-05-21 |
Windows Returns |
Articles ‧ Ben Thompson |
|
| 2024-05-13 |
The Great Flattening |
Articles ‧ Ben Thompson |
|
| 2024-04-29 |
Meta and Reasonable Doubt |
Articles ‧ Ben Thompson |
|
