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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery
2 days ago
An interview with Manna founder and CEO Bobby Healy about drone delivery...
Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage
3 days ago
More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how...
Grok-3, The Nvidia Shortcut, Competitive Implications
4 days ago
Grok-3 appears to be state of the art; that speaks to the...
An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
9 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
10 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
11 days ago
The U.K. demands Apple build a back door into its products; Apple...
Deep Research and Knowledge Value
12 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
16 days ago
Good morning This week’s Stratechery Interview is with ServiceNow CEO Bill McDermott....
Google Earnings, Search Status, China Antitrust Actions
17 days ago
Investor disappointment in Google is overwrought, while Search is showing some positive...
Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
18 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
19 days ago
Trump's new tariffs take aim at the de minimis exception, which has...
An Interview with Matthew Ball About the Gaming Slump
22 days ago
Listen to this post: Good morning, I am pleased to welcome Matthew...