Stratechery by Ben Thompson

5 Oct 2026

I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations.

2 Oct 2026

The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day.

1 Oct 2026

An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.

30 Sep 2026

OpenAI's Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.

29 Sep 2026

Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.

28 Sep 2026

Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech's biggest prize.

25 Sep 2026

The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM bending the knee to CarPlay, and profiling the profiler.

24 Sep 2026

An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent tech figures.

23 Sep 2026

Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?

22 Sep 2026

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon's physical world investments are an AI moat.

21 Sep 2026

Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.

18 Sep 2026

The best Stratechery content from the week of September 14, 2026, including the view from anywhere but San Francisco, the limited potential for a pacing deal, and the Salesforce zag.

17 Sep 2026

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

16 Sep 2026

Salesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone.

15 Sep 2026

ChatGPT ads are working, and solve Amazon's biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard.

14 Sep 2026

Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI.

11 Sep 2026

The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastrophe.

10 Sep 2026

Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps.

9 Sep 2026

OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the potential to be the exact opposite.

8 Sep 2026

Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.

4 Sep 2026

The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction.

4 Sep 2026

An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.

2 Sep 2026

Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.

1 Sep 2026

Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.

31 Aug 2026

Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.

28 Aug 2026

The best Stratechery content from the week of August 24, 2026 including the breaker's advantage, the new battle for HDMI1, and how data center discourse ends.

26 Aug 2026

Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.

25 Aug 2026

Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.

24 Aug 2026

Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.

21 Aug 2026

The best Stratechery content from the week of August 17, 2026, including Apple making compromises in the EU, Truth (Social) and reconciliation, and August fun with the Clippers and Lakers.

19 Aug 2026

Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late.

18 Aug 2026

Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.

17 Aug 2026

Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.

14 Aug 2026

The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.

12 Aug 2026

Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.

11 Aug 2026

Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

10 Aug 2026

Apple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon's earnings and Andy Jassy's market analysis.

7 Aug 2026

The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.

5 Aug 2026

Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.

4 Aug 2026

Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

3 Aug 2026

Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.

24 Jul 2026

The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet.

22 Jul 2026

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.

21 Jul 2026

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

20 Jul 2026

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

17 Jul 2026

The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?".

15 Jul 2026

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.