Stratechery (Ben Thompson)
61 articles archived · Visit source ↗ · RSS
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Stratechery (Ben Thompson) community 2d ago
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
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2026.32: Earnings and Learnings
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.
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Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
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Vacation: Week of July 27
Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk  will also return the week of August 3. Sharp China and Asianometry will…
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OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
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Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
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2026.28: XBOX On the Rocks
The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*, pulling the plug on XBOX, and toilet talk.
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Muse Image, Grok 4.5, Alex Karp on CNBC
The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.
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A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta's next earnings call.
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Summer Break: Week of June 29
Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the week of July 6. Greatest of All…
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2026.26: Summer Vibes
The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag.
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An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
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My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
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Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U.
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2026.25: The Stuff of Myth(os)
The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10.
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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility.
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Anthropic’s Safety Superpower
Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
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Fable 5, Anthropic Alignment, AI Tiers
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.
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The iPhone’s Last Stand
Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.
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2026.23: Power Shifts
The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling.
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The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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2026.22: Luceing Their Mind
The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.
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An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads to optimism about humanity's future.
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The SpaceX IPO and Data Centers in Space
There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
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2026.21: The Data Center Veto
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
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Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
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2026.20: Shifting Alliances in a Changing World
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
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