stratechery.com

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

 Gegenereerd op Maart 04 2026 16:20 PM

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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

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