Stratechery by Ben Thompson · Ben ThompsonOpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
31h agoStratechery by Ben Thompson · Ben ThompsonNetflix Earnings, Is Netflix Washed?, Additional Notes
2d agoStratechery by Ben Thompson · Ben ThompsonWho’s Afraid of Chinese Models?
3d agoStratechery by Ben Thompson · Ben Thompson2026.29: Mainframes and Main Characters
6d agoStratechery by Ben Thompson · Ben ThompsonIBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
8d agoStratechery by Ben Thompson · Ben ThompsonThe OpenAI Super App, ChatGPT = Codex, Whither Chat
9d agoStratechery by Ben Thompson · Ben ThompsonApple Sues OpenAI, Apple’s Real Problem
10d agoStratechery by Ben Thompson · Ben Thompson2026.28: XBOX On the Rocks
13d agoStratechery by Ben Thompson · Ben ThompsonMuse Image, Grok 4.5, Alex Karp on CNBC
Jul 9, 2026Stratechery by Ben Thompson · Ben ThompsonXBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Jul 8, 2026Stratechery by Ben Thompson · Ben ThompsonA Script for Mark Zuckerberg
Jul 7, 2026Stratechery by Ben Thompson · Ben ThompsonSummer Break: Week of June 29
Jun 29, 2026Stratechery by Ben Thompson · Ben Thompson2026.26: Summer Vibes
Jun 26, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Figma CEO Dylan Field About Design and AI
Jun 25, 2026Stratechery by Ben Thompson · Ben ThompsonMy Vibe Coding Adventure, The App and the Experience, Ten Takeaways
Jun 24, 2026Stratechery by Ben Thompson · Ben ThompsonMemory Chips and China, Microsoft and Chinese Models
Jun 23, 2026Stratechery by Ben Thompson · Ben ThompsonApple Price Increases, Apple Intelligence and the E.U.
Jun 22, 2026Stratechery by Ben Thompson · Ben Thompson2026.25: The Stuff of Myth(os)
Jun 19, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Michael Morton About E-Commerce in the Age of AI
Jun 18, 2026Stratechery by Ben Thompson · Ben ThompsonThe State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
Jun 17, 2026Stratechery by Ben Thompson · Ben ThompsonFox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
Jun 16, 2026Stratechery by Ben Thompson · Ben ThompsonAnthropic’s Safety Superpower
Jun 15, 2026Stratechery by Ben Thompson · Ben Thompson2026.24: Hey Siri, Tell Me a Fable
Jun 12, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Ben Bajarin About Apple, AI, and Compute
Jun 11, 2026Stratechery by Ben Thompson · Ben ThompsonFable 5, Anthropic Alignment, AI Tiers
Jun 10, 2026Stratechery by Ben Thompson · Ben ThompsonThe iPhone’s Last Stand
Jun 9, 2026Stratechery by Ben Thompson · Ben ThompsonGoogle Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Jun 8, 2026Stratechery by Ben Thompson · Ben Thompson2026.23: Power Shifts
Jun 5, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
Jun 4, 2026Stratechery by Ben Thompson · Ben ThompsonThe Nvidia AI PC, Project Solara, Microsoft AI
Jun 3, 2026Stratechery by Ben Thompson · Ben ThompsonThe Google Capital Company
Jun 2, 2026Stratechery by Ben Thompson · Ben ThompsonYouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
Jun 1, 2026Stratechery by Ben Thompson · Ben Thompson2026.22: Luceing Their Mind
May 29, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
May 28, 2026Stratechery by Ben Thompson · Ben ThompsonThe SpaceX IPO and Data Centers in Space
May 27, 2026Stratechery by Ben Thompson · Ben ThompsonNvidia Earnings, The AI Stack, Nvidia’s New Reporting
May 26, 2026Stratechery by Ben Thompson · Ben Thompson2026.21: The Data Center Veto
May 22, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
May 21, 2026Stratechery by Ben Thompson · Ben ThompsonGoogle I/O, World Models, I/O Spaghetti
May 20, 2026Stratechery by Ben Thompson · Ben ThompsonPersonal Day
May 19, 2026Stratechery by Ben Thompson · Ben ThompsonData Center Discontent, Understanding the Opposition, Fixing the Problem
May 18, 2026Stratechery by Ben Thompson · Ben Thompson2026.20: Shifting Alliances in a Changing World
May 15, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
May 14, 2026Stratechery by Ben Thompson · Ben ThompsonThe Deployment Company, Back to the 70s, Apple and Intel
May 13, 2026Stratechery by Ben Thompson · Ben ThompsonSpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
May 12, 2026Stratechery by Ben Thompson · Ben ThompsonThe Inference Shift
May 11, 2026Stratechery by Ben Thompson · Ben Thompson2026.19: Earning & Spending
May 8, 2026Stratechery by Ben Thompson · Ben ThompsonAn Interview with Joanna Stern About Living With AI
May 7, 2026Stratechery by Ben Thompson · Ben ThompsonMicrosoft Earnings, Apple Earnings
May 6, 2026Stratechery by Ben Thompson · Ben ThompsonAmazon’s Durability
May 5, 2026