stratechery.com

Website review stratechery.com

Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

 Generated on March 04 2026 16:20 PM

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The score is 37/100

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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Property Content
type website
title Stratechery by Ben Thompson
description On the business, strategy, and impact of technology.
url https://stratechery.com/
site_name Stratechery by Ben Thompson
image https://s0.wp.com/_si/?t=eyJpbWciOiJodHRwczpcL1wvaTAud3AuY29tXC9zdHJhdGVjaGVyeS5jb21cL3dwLWNvbnRlbnRcL3VwbG9hZHNcLzIwMThcLzAzXC9jcm9wcGVkLWFuZHJvaWQtY2hyb21lLTUxMng1MTItMS5wbmc_Zml0PTUxMiUyQzUxMiZzc2w9MSIsInR4dCI6IlN0cmF0ZWNoZXJ5IGJ5IEJlbiBUaG9tcHNvbiIsInRlbXBsYXRlIjoiZWRnZSIsImZvbnQiOiIiLCJibG9nX2lkIjoxODgwNDM0MTV9.5VWck4PcKPWCTPe_HVznn3n3xsgn-G0b3d2OeiNNC7cMQ
image:width 1200
image:height 630
locale en_US

Headings

H1 H2 H3 H4 H5 H6
0 24 48 11 3 0
  • [H2] Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
  • [H2] Anthropic and Alignment
  • [H2] 2026.09: This Was an Xbox
  • [H2] Thin Is In
  • [H2] Microsoft and Software Survival
  • [H2] TSMC Risk
  • [H2] Apple: You (Still) Don’t Understand the Vision Pro
  • [H2] AI and the Human Condition
  • [H2] The 2025 Stratechery Year in Review
  • [H2] Netflix and the Hollywood End Game
  • [H2] Google, Nvidia, and OpenAI
  • [H2] Robotaxis and Suburbia
  • [H2] Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
  • [H2] Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
  • [H2] An Interview with Bill Gurley About Runnin’ Down a Dream
  • [H2] An Interview with Bill Gurley About Runnin’ Down a Dream
  • [H2] An Interview with Matthew Ball About Gaming and the Fight for Attention
  • [H2] An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
  • [H2] Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
  • [H2] Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
  • [H2] An Interview with Bill Gurley About Runnin’ Down a Dream
  • [H2] An Interview with Bill Gurley About Runnin’ Down a Dream
  • [H2] An Interview with Matthew Ball About Gaming and the Fight for Attention
  • [H2] An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
  • [H3] Anthropic vs. The Department of War
  • [H3] North Korea and Nuclear Weapons
  • [H3] Complex Systems
  • [H3] Who to Entrust
  • [H3] Stratechery Articles and Updates
  • [H3] Dithering with Ben Thompson and Daring Fireball’s John Gruber
  • [H3] Asianometry with Jon Yu
  • [H3] Greatest of All Talk with Andrew Sharp and Ben Golliver
  • [H3] AI vs. UI
  • [H3] The Memory Crowd-Out
  • [H3] The Beneficiaries of AI-Written Code
  • [H3] AI Competition
  • [H3] Agents and Work IQ
  • [H3] Microsoft’s Miss
  • [H3] Token Foundries
  • [H3] The TSMC Brake
  • [H3] TSMC’s CapEx Plans
  • [H3] TSMC Risk
  • [H3] If You Want a Bubble
  • [H3] Sports on TV
  • [H3] Vision Pro Disappointments
  • [H3] Bucks vs. Lakers
  • [H3] A Ticket to Live
  • [H3] Capital in the 22nd Century
  • [H3] Reasons for Skepticism
  • [H3] Humans Want Humans
  • [H3] The Problem With Inequality
  • [H3] The Five Most-Viewed Articles
  • [H3] Analyzing AI and Its Impact on Society
  • [H3] Big Tech
  • [H3] Apple and AI
  • [H3] American Challenges
  • [H3] Stratechery Interviews
  • [H3] The Year in Stratechery Updates
  • [H3] Internet Distribution and Aggregation
  • [H3] Netflix Buys Warner Bros.
  • [H3] Netflix’s Market and Threat
  • [H3] Google Strikes Back
  • [H3] Nvidia’s Moats
  • [H3] ChatGPT and Moat Resiliency
  • [H3] The Moat Map and Advertising
  • [H3] Google’s Advantages
  • [H3] A Theory’s Journey
  • [H3] Uber Resolution
  • [H3] Full Self-Driving (Supervised)
  • [H3] The Convenience Delta
  • [H3] Uber’s Robotaxi Risk
  • [H3] The End of Urbanism?
  • [H4] Anthropic and the U.S. Government
  • [H4] Public Company Executive Interviews
  • [H4] Startup Founder Interviews
  • [H4] Analysts
  • [H4] Anthropic and the U.S. Government
  • [H4] An Emergency Bullseye Designation, Reviewing a Surprisingly Eventful Week, Remembering the 2011 Lockout League
  • [H4] Privacy Screens and Apple Report Cards
  • [H4] More by Ben Thompson
  • [H4] Anthropic and the U.S. Government
  • [H4] An Emergency Bullseye Designation, Reviewing a Surprisingly Eventful Week, Remembering the 2011 Lockout League
  • [H4] Privacy Screens and Apple Report Cards
  • [H5] Year in Review
  • [H5] All Articles
  • [H5] All Content

Images

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In-page links

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Anchor Type Juice
Subscribe External Passing Juice
Log In Internal Passing Juice
Learn More Internal Passing Juice
Member Forum Internal Passing Juice
Stratechery Plus Update Internal Passing Juice
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings Internal Passing Juice
Anthropic and Alignment Internal Passing Juice
Wall Street Journal External Passing Juice
Statement from Dario Amadei on [its] discussions with the Department of War External Passing Juice
Semafor External Passing Juice
Bloomberg in January External Passing Juice
1 Internal Passing Juice
Secretary of War Pete Hegseth said on X External Passing Juice
with the law External Passing Juice
Luckey wrote on X External Passing Juice
I already commented on Amodei’s Davos comments on X External Passing Juice
AI Promise and Chip Precariousness Internal Passing Juice
a very misguided Biden executive order about AI Internal Passing Juice
this post on X from Ramez Naam External Passing Juice
this Daily Update Internal Passing Juice
Internal Passing Juice
This Week in Stratechery Internal Passing Juice
2026.09: This Was an Xbox Internal Passing Juice
your delivery settings External Passing Juice
Wednesday’s Daily Update provided an entertaining tour of Xbox history Internal Passing Juice
Greatest of All Talk External Passing Juice
Rachel Nichols External Passing Juice
This week’s Asianometry video External Passing Juice
available as a podcast or transcript for Stratechery Plus subscribers External Passing Juice
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages Internal Passing Juice
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox Internal Passing Juice
An Interview with Bill Gurley About Runnin’ Down a Dream Internal Passing Juice
AI Xbox Doom External Passing Juice
Privacy Screens and Apple Report Cards External Passing Juice
Chip Fabs in Space: Technically Possible, Completely Impractical External Passing Juice
The GOAT pod visits No Dunks External Passing Juice
Thin Is In Internal Passing Juice
Watch on YouTube External Passing Juice
an X Article about the prospects for vertical software in an AI world External Passing Juice
future architectures will offload context to flash storage Internal Passing Juice
best suited to CPUs Internal Passing Juice
Bloomberg External Passing Juice
Benedict Evans noted on a recent Interview Internal Passing Juice
Microsoft and Software Survival Internal Passing Juice
Watch on YouTube External Passing Juice
including yours truly Internal Passing Juice
early last year Internal Passing Juice
Apple’s turn Internal Passing Juice
Meta’s in the crosshairs Internal Passing Juice
incorporating ChatGPT-like results External Passing Juice
latest report from The Information External Passing Juice
when it contained Sydney Internal Passing Juice
Bloomberg External Passing Juice
The End of the Beginning Internal Passing Juice
particularly American ones Internal Passing Juice
Economic Power in the Age of Abundance Internal Passing Juice
Aggregation Theory Internal Passing Juice
I think we will Internal Passing Juice
the company’s earnings call External Passing Juice
TSMC both remains the only option and continues to be conservative in its CapEx Internal Passing Juice
Watch on YouTube External Passing Juice
1 Internal Passing Juice
I think it’s a good thing Internal Passing Juice
the company’s earnings call External Passing Juice
the company’s earnings call External Passing Juice
the company’s earnings call External Passing Juice
the company’s earnings call External Passing Juice
the company’s earnings call External Passing Juice
a belief in 5G External Passing Juice
I wrote last quarter Internal Passing Juice
the potential benefits that entails Internal Passing Juice
U.S. Intel Internal Passing Juice
Internal Passing Juice
Apple: You (Still) Don’t Understand the Vision Pro Internal Passing Juice
Watch on YouTube External Passing Juice
You let me try the Vision Pro the day it was announced Internal Passing Juice
I purchased my own the day it shipped Internal Passing Juice
a Columbia-Princeton baseball game on May 17, 1939 External Passing Juice
last year’s Super Bowl broadcast External Passing Juice
an Update Internal Passing Juice
last March Internal Passing Juice
your press release last October External Passing Juice
announced last week External Passing Juice
Watch on YouTube External Passing Juice
2025 Stratechery Year in Review Internal Passing Juice
2024 Internal Passing Juice
2023 Internal Passing Juice
2022 Internal Passing Juice
Sharp Tech External Passing Juice
The Definitive Ranking of Tech Company Takeability External Passing Juice
Content and Community Internal Passing Juice
Capital in the 22nd Century External Passing Juice
Capital in the Twenty-first Century External Passing Juice
1 Internal Passing Juice
2 Internal Passing Juice
3 Internal Passing Juice
Bill Simmons’ 50 Most Rewatchable Movies of the 21st Century External Passing Juice
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my daughter External Passing Juice
Internal Passing Juice
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I moved back to Taiwan Internal Passing Juice
I moved back Internal Passing Juice
2021 Internal Passing Juice
2020 Internal Passing Juice
2019 Internal Passing Juice
2018 Internal Passing Juice
2017 Internal Passing Juice
2016 Internal Passing Juice
2015 Internal Passing Juice
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2013 Internal Passing Juice
Articles Internal Passing Juice
Updates Internal Passing Juice
Interviews Internal Passing Juice
DeepSeek FAQ Internal Passing Juice
Google, Nvidia, and OpenAI Internal Passing Juice
The Agentic Web and Original Sin Internal Passing Juice
AI’s Uneven Arrival Internal Passing Juice
Deep Research and Knowledge Value Internal Passing Juice
Checking In on AI and the Big Five Internal Passing Juice
Tech Philosophy and AI Opportunity Internal Passing Juice
Facebook is Dead; Long Live Meta Internal Passing Juice
The YouTube Tip of the Google Spear Internal Passing Juice
OpenAI’s Windows Play Internal Passing Juice
Robotaxis and Suburbia Internal Passing Juice
Netflix and the Hollywood End Game Internal Passing Juice
Apple Retreats Internal Passing Juice
Paradigm Shifts and the Winner’s Curse Internal Passing Juice
iPhones 17 and the Sugar Water Trap Internal Passing Juice
American Disruption Internal Passing Juice
Resiliency and Scale Internal Passing Juice
Bill McDermott Internal Passing Juice
Dara Khosrowshahi Internal Passing Juice
Sridhar Ramaswamy Internal Passing Juice
Thomas Kurian Internal Passing Juice
Mark Zuckerberg Internal Passing Juice
Christian Klein Internal Passing Juice
Jensen Huang Internal Passing Juice
Matthew Prince Internal Passing Juice
Neil Mohan Internal Passing Juice
Glenn Fogel Internal Passing Juice
Dustin Moskovitz Internal Passing Juice
Matthew Bromberg Internal Passing Juice
Mike Cannon-Brookes Internal Passing Juice
RJ Scaringe Internal Passing Juice
Brian Schimpf Internal Passing Juice
Bobby Healy Internal Passing Juice
Avery Pennarun Internal Passing Juice
March Internal Passing Juice
October Internal Passing Juice
Zach Perret Internal Passing Juice
Michael Truell Internal Passing Juice
Bret Taylor Internal Passing Juice
Ryan Jones Internal Passing Juice
Jon Yu Internal Passing Juice
Daniel Gross and Nat Friedman Internal Passing Juice
Matthew Ball Internal Passing Juice
Benedict Evans Internal Passing Juice
March Internal Passing Juice
December Internal Passing Juice
Dan Kim and Hassan Khan Internal Passing Juice
Dan Kim Internal Passing Juice
April Internal Passing Juice
November Internal Passing Juice
Patrick McGee Internal Passing Juice
Apple In China External Passing Juice
Ben Bajarin Internal Passing Juice
Gracelin Baskaran Internal Passing Juice
Michael Morton Internal Passing Juice
January 8 Internal Passing Juice
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Watch on YouTube External Passing Juice
the Internet is different Internal Passing Juice
Wall Street Journal External Passing Juice
Puck External Passing Juice
I painted back in 2016 Internal Passing Juice
has the potential Internal Passing Juice
the company’s relationship with Sony Internal Passing Juice
Bloomberg External Passing Juice
lost in federal court Internal Passing Juice
Watch on YouTube External Passing Juice
the next great consumer tech company Internal Passing Juice
characterized by boom-and-bust cycles Internal Passing Juice
I listed as a winner from the release Internal Passing Juice
a legitimate competitor to their chips External Passing Juice
Meta might be a natural Google partner Internal Passing Juice
Nvidia Waves and Moats Internal Passing Juice
one way to understand DGX Cloud Internal Passing Juice
the real brake on the AI bubble Internal Passing Juice
according to OpenAI, anyways External Passing Juice
its payments to its friends Internal Passing Juice
United States v. Google Internal Passing Juice
I noted last December Internal Passing Juice
The Moat Map Internal Passing Juice
not from affiliate links, but from personalized ads External Passing Juice
my ultimate protagonist Internal Passing Juice
this Daily Update Internal Passing Juice
Watch on YouTube External Passing Juice
attacked External Passing Juice
personally External Passing Juice
dishonestly External Passing Juice
I did understand how scale works Internal Passing Juice
this 2014 post by NYU finance professor Aswath Damodaran External Passing Juice
before his dramatic powerplay Internal Passing Juice
How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size External Passing Juice
Full Self-Driving (Supervised) is good enough to be Unsupervised Internal Passing Juice
an Update late last year Internal Passing Juice
Cybercab already points to this future Internal Passing Juice
The Information External Passing Juice
this announcement from Nvidia at GTC Washington D.C. External Passing Juice
View All Internal Passing Juice
An Interview with Matthew Ball About Gaming and the Fight for Attention Internal Passing Juice
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast Internal Passing Juice
Sharp Text External Passing Juice
The NBA’s Problems Are Structural, Cultural and Fixable External Passing Juice
Takaichi, Tanking and Legalization Lessons External Passing Juice
What ‘Any Given Sunday’ Gets Right External Passing Juice
View All External Passing Juice
View All Internal Passing Juice
View All Internal Passing Juice
View All Internal Passing Juice
Stratechery LLC Internal Passing Juice
Terms of Service Internal Passing Juice
Privacy Policy Internal Passing Juice
Designed with WordPress. External noFollow
Hosted by Pressable. External noFollow

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