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

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

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Propiedad Contenido
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

Titulos

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

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Ancla Tipo Jugo
Subscribe Externo Pasando Jugo
Log In Interna Pasando Jugo
Learn More Interna Pasando Jugo
Member Forum Interna Pasando Jugo
Stratechery Plus Update Interna Pasando Jugo
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings Interna Pasando Jugo
Anthropic and Alignment Interna Pasando Jugo
Wall Street Journal Externo Pasando Jugo
Statement from Dario Amadei on [its] discussions with the Department of War Externo Pasando Jugo
Semafor Externo Pasando Jugo
Bloomberg in January Externo Pasando Jugo
1 Interna Pasando Jugo
Secretary of War Pete Hegseth said on X Externo Pasando Jugo
with the law Externo Pasando Jugo
Luckey wrote on X Externo Pasando Jugo
I already commented on Amodei’s Davos comments on X Externo Pasando Jugo
AI Promise and Chip Precariousness Interna Pasando Jugo
a very misguided Biden executive order about AI Interna Pasando Jugo
this post on X from Ramez Naam Externo Pasando Jugo
this Daily Update Interna Pasando Jugo
↩ Interna Pasando Jugo
This Week in Stratechery Interna Pasando Jugo
2026.09: This Was an Xbox Interna Pasando Jugo
your delivery settings Externo Pasando Jugo
Wednesday’s Daily Update provided an entertaining tour of Xbox history Interna Pasando Jugo
Greatest of All Talk Externo Pasando Jugo
Rachel Nichols Externo Pasando Jugo
This week’s Asianometry video Externo Pasando Jugo
available as a podcast or transcript for Stratechery Plus subscribers Externo Pasando Jugo
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages Interna Pasando Jugo
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox Interna Pasando Jugo
An Interview with Bill Gurley About Runnin’ Down a Dream Interna Pasando Jugo
AI Xbox Doom Externo Pasando Jugo
Privacy Screens and Apple Report Cards Externo Pasando Jugo
Chip Fabs in Space: Technically Possible, Completely Impractical Externo Pasando Jugo
The GOAT pod visits No Dunks Externo Pasando Jugo
Thin Is In Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
an X Article about the prospects for vertical software in an AI world Externo Pasando Jugo
future architectures will offload context to flash storage Interna Pasando Jugo
best suited to CPUs Interna Pasando Jugo
Bloomberg Externo Pasando Jugo
Benedict Evans noted on a recent Interview Interna Pasando Jugo
Microsoft and Software Survival Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
including yours truly Interna Pasando Jugo
early last year Interna Pasando Jugo
Apple’s turn Interna Pasando Jugo
Meta’s in the crosshairs Interna Pasando Jugo
incorporating ChatGPT-like results Externo Pasando Jugo
latest report from The Information Externo Pasando Jugo
when it contained Sydney Interna Pasando Jugo
Bloomberg Externo Pasando Jugo
The End of the Beginning Interna Pasando Jugo
particularly American ones Interna Pasando Jugo
Economic Power in the Age of Abundance Interna Pasando Jugo
Aggregation Theory Interna Pasando Jugo
I think we will Interna Pasando Jugo
the company’s earnings call Externo Pasando Jugo
TSMC both remains the only option and continues to be conservative in its CapEx Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
1 Interna Pasando Jugo
I think it’s a good thing Interna Pasando Jugo
the company’s earnings call Externo Pasando Jugo
the company’s earnings call Externo Pasando Jugo
the company’s earnings call Externo Pasando Jugo
the company’s earnings call Externo Pasando Jugo
the company’s earnings call Externo Pasando Jugo
a belief in 5G Externo Pasando Jugo
I wrote last quarter Interna Pasando Jugo
the potential benefits that entails Interna Pasando Jugo
U.S. Intel Interna Pasando Jugo
↩ Interna Pasando Jugo
Apple: You (Still) Don’t Understand the Vision Pro Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
You let me try the Vision Pro the day it was announced Interna Pasando Jugo
I purchased my own the day it shipped Interna Pasando Jugo
a Columbia-Princeton baseball game on May 17, 1939 Externo Pasando Jugo
last year’s Super Bowl broadcast Externo Pasando Jugo
an Update Interna Pasando Jugo
last March Interna Pasando Jugo
your press release last October Externo Pasando Jugo
announced last week Externo Pasando Jugo
Watch on YouTube Externo Pasando Jugo
2025 Stratechery Year in Review Interna Pasando Jugo
2024 Interna Pasando Jugo
2023 Interna Pasando Jugo
2022 Interna Pasando Jugo
Sharp Tech Externo Pasando Jugo
The Definitive Ranking of Tech Company Takeability Externo Pasando Jugo
Content and Community Interna Pasando Jugo
Capital in the 22nd Century Externo Pasando Jugo
Capital in the Twenty-first Century Externo Pasando Jugo
1 Interna Pasando Jugo
2 Interna Pasando Jugo
3 Interna Pasando Jugo
Bill Simmons’ 50 Most Rewatchable Movies of the 21st Century Externo Pasando Jugo
↩ Interna Pasando Jugo
my daughter Externo Pasando Jugo
↩ Interna Pasando Jugo
↩ Interna Pasando Jugo
I moved back to Taiwan Interna Pasando Jugo
I moved back Interna Pasando Jugo
2021 Interna Pasando Jugo
2020 Interna Pasando Jugo
2019 Interna Pasando Jugo
2018 Interna Pasando Jugo
2017 Interna Pasando Jugo
2016 Interna Pasando Jugo
2015 Interna Pasando Jugo
2014 Interna Pasando Jugo
2013 Interna Pasando Jugo
Articles Interna Pasando Jugo
Updates Interna Pasando Jugo
Interviews Interna Pasando Jugo
DeepSeek FAQ Interna Pasando Jugo
Google, Nvidia, and OpenAI Interna Pasando Jugo
The Agentic Web and Original Sin Interna Pasando Jugo
AI’s Uneven Arrival Interna Pasando Jugo
Deep Research and Knowledge Value Interna Pasando Jugo
Checking In on AI and the Big Five Interna Pasando Jugo
Tech Philosophy and AI Opportunity Interna Pasando Jugo
Facebook is Dead; Long Live Meta Interna Pasando Jugo
The YouTube Tip of the Google Spear Interna Pasando Jugo
OpenAI’s Windows Play Interna Pasando Jugo
Robotaxis and Suburbia Interna Pasando Jugo
Netflix and the Hollywood End Game Interna Pasando Jugo
Apple Retreats Interna Pasando Jugo
Paradigm Shifts and the Winner’s Curse Interna Pasando Jugo
iPhones 17 and the Sugar Water Trap Interna Pasando Jugo
American Disruption Interna Pasando Jugo
Resiliency and Scale Interna Pasando Jugo
Bill McDermott Interna Pasando Jugo
Dara Khosrowshahi Interna Pasando Jugo
Sridhar Ramaswamy Interna Pasando Jugo
Thomas Kurian Interna Pasando Jugo
Mark Zuckerberg Interna Pasando Jugo
Christian Klein Interna Pasando Jugo
Jensen Huang Interna Pasando Jugo
Matthew Prince Interna Pasando Jugo
Neil Mohan Interna Pasando Jugo
Glenn Fogel Interna Pasando Jugo
Dustin Moskovitz Interna Pasando Jugo
Matthew Bromberg Interna Pasando Jugo
Mike Cannon-Brookes Interna Pasando Jugo
RJ Scaringe Interna Pasando Jugo
Brian Schimpf Interna Pasando Jugo
Bobby Healy Interna Pasando Jugo
Avery Pennarun Interna Pasando Jugo
March Interna Pasando Jugo
October Interna Pasando Jugo
Zach Perret Interna Pasando Jugo
Michael Truell Interna Pasando Jugo
Bret Taylor Interna Pasando Jugo
Ryan Jones Interna Pasando Jugo
Jon Yu Interna Pasando Jugo
Daniel Gross and Nat Friedman Interna Pasando Jugo
Matthew Ball Interna Pasando Jugo
Benedict Evans Interna Pasando Jugo
March Interna Pasando Jugo
December Interna Pasando Jugo
Dan Kim and Hassan Khan Interna Pasando Jugo
Dan Kim Interna Pasando Jugo
April Interna Pasando Jugo
November Interna Pasando Jugo
Patrick McGee Interna Pasando Jugo
Apple In China Externo Pasando Jugo
Ben Bajarin Interna Pasando Jugo
Gracelin Baskaran Interna Pasando Jugo
Michael Morton Interna Pasando Jugo
January 8 Interna Pasando Jugo
February 4 Interna Pasando Jugo
February 19 Interna Pasando Jugo
March 3 Interna Pasando Jugo
March 5 Interna Pasando Jugo
March 19 Interna Pasando Jugo
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August 27 Interna Pasando Jugo
September 9 Interna Pasando Jugo
November 11 Interna Pasando Jugo
September 24 Interna Pasando Jugo
November 3 Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
the Internet is different Interna Pasando Jugo
Wall Street Journal Externo Pasando Jugo
Puck Externo Pasando Jugo
I painted back in 2016 Interna Pasando Jugo
has the potential Interna Pasando Jugo
the company’s relationship with Sony Interna Pasando Jugo
Bloomberg Externo Pasando Jugo
lost in federal court Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
the next great consumer tech company Interna Pasando Jugo
characterized by boom-and-bust cycles Interna Pasando Jugo
I listed as a winner from the release Interna Pasando Jugo
a legitimate competitor to their chips Externo Pasando Jugo
Meta might be a natural Google partner Interna Pasando Jugo
Nvidia Waves and Moats Interna Pasando Jugo
one way to understand DGX Cloud Interna Pasando Jugo
the real brake on the AI bubble Interna Pasando Jugo
according to OpenAI, anyways Externo Pasando Jugo
its payments to its friends Interna Pasando Jugo
United States v. Google Interna Pasando Jugo
I noted last December Interna Pasando Jugo
The Moat Map Interna Pasando Jugo
not from affiliate links, but from personalized ads Externo Pasando Jugo
my ultimate protagonist Interna Pasando Jugo
this Daily Update Interna Pasando Jugo
Watch on YouTube Externo Pasando Jugo
attacked Externo Pasando Jugo
personally Externo Pasando Jugo
dishonestly Externo Pasando Jugo
I did understand how scale works Interna Pasando Jugo
this 2014 post by NYU finance professor Aswath Damodaran Externo Pasando Jugo
before his dramatic powerplay Interna Pasando Jugo
How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size Externo Pasando Jugo
Full Self-Driving (Supervised) is good enough to be Unsupervised Interna Pasando Jugo
an Update late last year Interna Pasando Jugo
Cybercab already points to this future Interna Pasando Jugo
The Information Externo Pasando Jugo
this announcement from Nvidia at GTC Washington D.C. Externo Pasando Jugo
View All Interna Pasando Jugo
An Interview with Matthew Ball About Gaming and the Fight for Attention Interna Pasando Jugo
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast Interna Pasando Jugo
Sharp Text Externo Pasando Jugo
The NBA’s Problems Are Structural, Cultural and Fixable Externo Pasando Jugo
Takaichi, Tanking and Legalization Lessons Externo Pasando Jugo
What ‘Any Given Sunday’ Gets Right Externo Pasando Jugo
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Stratechery LLC Interna Pasando Jugo
Terms of Service Interna Pasando Jugo
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