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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 2 days ago

Meta’s AI Abundance

2 days ago

Stratechery has benefited from a Meta cheat code since its inception: wait...

Elon Dreams and Bitter Lessons

16 days ago

In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first...

Enterprise Philosophy and The First Wave of AI

about 1 month ago

The popular history of technology usually starts with the personal computer, and...

Boomer Apple

about 2 months ago

I was born in 1980, which technically makes me a part of...

Intel Honesty

about 2 months ago

It really is a valley There, right in the middle of the...

Integration and Android

3 months ago

The original Pixel was released in 2016 at the end of interesting...

Friendly Google and Enemy Remedies

3 months ago

Railroads were, in theory, an attractive business: while they cost a lot...

Crashes and Competition

3 months ago

I’ve long maintained that if the powers-that-be understood what the Internet’s impact...

The E.U. Goes Too Far

4 months ago

Apple’s increasingly fraught adventures with European regulators is a bit of a...

Summer Break: Week of July 1st

4 months ago

Stratechery is on summer break the week of July 1. There will...

Apple Intelligence is Right On Time

5 months ago

Apple’s annual Worldwide Developer Conference keynote kicks off in a few hours...

AI Integration and Modularization

5 months ago

Satya Nadella, in last week’s Stratechery Interview, said in response to a...