Stratechery by Ben Thompson
stratechery.com · EN
- 6posts a week
- 9 Novlast post
- #7in Startups
On the business, strategy, and impact of technology.
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Latest posts
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
2026.45: Falling Leaves (and Stocks)
The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.
Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech's oldest software companies, and how Intuit is leaning into the AI paradigm shift.
AI on the Ballot
Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
Apple Earnings, Memory Problems, The Hardware Company Regression
Apple's earnings suggest that the company's hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
Google Earnings, Facebook Déjà Vu, The Agent Play
Google's earnings miss looks a lot like Facebook's, and that's a credit to Google. The company is being more aggressive than they get credit for.
2026.44: At Long Last…
The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now.
Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.
An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
Meta Earnings, Muse and the Frontier, Musebook
Meta's earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta's spending on compute.
Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic's IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
The End of the Internet
The old Internet, where anyone could host a server is over, but it's just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
2026.43: A New Era
The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
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 of the dot-com bubble to today.
Presented by Stripe
Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.
Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
Muse Spark Open, Meta + Apple, Thin and Thick
Meta has a new open source model, and to everyone's surprise, they are are partnering with Apple to make sure you can run it locally.
Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
In the directory since 25 Sept 2026 · last checked 9 Nov 2026 · RSS