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