Stratechery by Ben Thompson
An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons…
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Stratechery by Ben Thompson
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Microsoft's recent earnings report highlighted a clear strategy, reduced costs, and tangible applications, positioning it favorably against competitors like Meta. The report emphasized efficiency gains as a key driver…
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Stratechery by Ben Thompson
Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on…
Stratechery — Ben Thompson
Vacation: Week of July 27
Vacation: Week of July 27 Monday, July 27, 2026 Stratechery is on vacation the week of July 27. Sharp Tech, and…
Stratechery — Ben Thompson
2026.30: The Copium Wars
This Week in Stratechery 2026.30: The Copium Wars (Photo by Ng Han Guan-Pool/Getty Images) Welcome back to This Week…
Stratechery by Ben Thompson
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems Wednesday, July 15, 2026 Listen to Podcast IBM announced…
Stratechery by Ben Thompson
2026.25: The Stuff of Myth(os)
This week’s Stratechery newsletter covered several topics, including Anthropic’s encounter with U.S. export controls,…
Stratechery — Ben Thompson
The Nvidia AI PC, Project Solara, Microsoft AI
Nvidia has introduced a new AI PC processor called the RTX Spark, developed in collaboration with Microsoft. This chip…
Stratechery by Ben Thompson
2026.22: Luceing Their Mind
The latest edition of This Week in Stratechery discusses various topics, including the reception of Ferrari's first…
Stratechery — Ben Thompson
The SpaceX IPO and Data Centers in Space
The article discusses the impact of Tesla's brand on consumer experiences, particularly in the context of ride-sharing…
Stratechery — Ben Thompson
Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is adjusting its financial reporting to better differentiate between its hyperscaler sales and other sales.…
Stratechery — Ben Thompson
2026.21: The Data Center Veto
The article discusses the current dynamics surrounding data centers and their impact on AI development. It highlights…
Stratechery — Ben Thompson
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
Parag Agarwal, founder of Parallel, discusses the importance of valuing content in the evolving landscape of the…
Stratechery by Ben Thompson
Google I/O, World Models, I/O Spaghetti
Google I/O showcased the integration of AI into various aspects of technology. The event raised questions about the…
Stratechery by Ben Thompson
Personal Day
Stratechery is offering a subscription service that provides access to various updates and podcasts. Subscribers can…
Stratechery — Ben Thompson
Data Center Discontent, Understanding the Opposition, Fixing the Problem
The article discusses the growing opposition to data centers and the reasons behind it. It suggests that financial…
Stratechery — Ben Thompson
Intel Earnings, Intel’s Differentiation?, Whither Terafab
Intel's recent earnings report highlighted a significant increase in demand for CPUs driven by the AI sector. The…
Stratechery — Ben Thompson
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
OpenAI and AWS have partnered to launch Bedrock Managed Agents, powered by OpenAI, enabling organizations to deploy AI…
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