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

 Gerado a 04 de Março de 2026 16:20 PM

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

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Propriedade Conteúdo
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

Cabeçalhos

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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Ligações para a própria página

Encontrámos um total de 245 ligações incluindo 2 ligações a ficheiros

Âncoras Tipo Sumo
Subscribe Externas Passa sumo
Log In Internas Passa sumo
Learn More Internas Passa sumo
Member Forum Internas Passa sumo
Stratechery Plus Update Internas Passa sumo
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings Internas Passa sumo
Anthropic and Alignment Internas Passa sumo
Wall Street Journal Externas Passa sumo
Statement from Dario Amadei on [its] discussions with the Department of War Externas Passa sumo
Semafor Externas Passa sumo
Bloomberg in January Externas Passa sumo
1 Internas Passa sumo
Secretary of War Pete Hegseth said on X Externas Passa sumo
with the law Externas Passa sumo
Luckey wrote on X Externas Passa sumo
I already commented on Amodei’s Davos comments on X Externas Passa sumo
AI Promise and Chip Precariousness Internas Passa sumo
a very misguided Biden executive order about AI Internas Passa sumo
this post on X from Ramez Naam Externas Passa sumo
this Daily Update Internas Passa sumo
↩ Internas Passa sumo
This Week in Stratechery Internas Passa sumo
2026.09: This Was an Xbox Internas Passa sumo
your delivery settings Externas Passa sumo
Wednesday’s Daily Update provided an entertaining tour of Xbox history Internas Passa sumo
Greatest of All Talk Externas Passa sumo
Rachel Nichols Externas Passa sumo
This week’s Asianometry video Externas Passa sumo
available as a podcast or transcript for Stratechery Plus subscribers Externas Passa sumo
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages Internas Passa sumo
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox Internas Passa sumo
An Interview with Bill Gurley About Runnin’ Down a Dream Internas Passa sumo
AI Xbox Doom Externas Passa sumo
Privacy Screens and Apple Report Cards Externas Passa sumo
Chip Fabs in Space: Technically Possible, Completely Impractical Externas Passa sumo
The GOAT pod visits No Dunks Externas Passa sumo
Thin Is In Internas Passa sumo
Watch on YouTube Externas Passa sumo
an X Article about the prospects for vertical software in an AI world Externas Passa sumo
future architectures will offload context to flash storage Internas Passa sumo
best suited to CPUs Internas Passa sumo
Bloomberg Externas Passa sumo
Benedict Evans noted on a recent Interview Internas Passa sumo
Microsoft and Software Survival Internas Passa sumo
Watch on YouTube Externas Passa sumo
including yours truly Internas Passa sumo
early last year Internas Passa sumo
Apple’s turn Internas Passa sumo
Meta’s in the crosshairs Internas Passa sumo
incorporating ChatGPT-like results Externas Passa sumo
latest report from The Information Externas Passa sumo
when it contained Sydney Internas Passa sumo
Bloomberg Externas Passa sumo
The End of the Beginning Internas Passa sumo
particularly American ones Internas Passa sumo
Economic Power in the Age of Abundance Internas Passa sumo
Aggregation Theory Internas Passa sumo
I think we will Internas Passa sumo
the company’s earnings call Externas Passa sumo
TSMC both remains the only option and continues to be conservative in its CapEx Internas Passa sumo
Watch on YouTube Externas Passa sumo
1 Internas Passa sumo
I think it’s a good thing Internas Passa sumo
the company’s earnings call Externas Passa sumo
the company’s earnings call Externas Passa sumo
the company’s earnings call Externas Passa sumo
the company’s earnings call Externas Passa sumo
the company’s earnings call Externas Passa sumo
a belief in 5G Externas Passa sumo
I wrote last quarter Internas Passa sumo
the potential benefits that entails Internas Passa sumo
U.S. Intel Internas Passa sumo
↩ Internas Passa sumo
Apple: You (Still) Don’t Understand the Vision Pro Internas Passa sumo
Watch on YouTube Externas Passa sumo
You let me try the Vision Pro the day it was announced Internas Passa sumo
I purchased my own the day it shipped Internas Passa sumo
a Columbia-Princeton baseball game on May 17, 1939 Externas Passa sumo
last year’s Super Bowl broadcast Externas Passa sumo
an Update Internas Passa sumo
last March Internas Passa sumo
your press release last October Externas Passa sumo
announced last week Externas Passa sumo
Watch on YouTube Externas Passa sumo
2025 Stratechery Year in Review Internas Passa sumo
2024 Internas Passa sumo
2023 Internas Passa sumo
2022 Internas Passa sumo
Sharp Tech Externas Passa sumo
The Definitive Ranking of Tech Company Takeability Externas Passa sumo
Content and Community Internas Passa sumo
Capital in the 22nd Century Externas Passa sumo
Capital in the Twenty-first Century Externas Passa sumo
1 Internas Passa sumo
2 Internas Passa sumo
3 Internas Passa sumo
Bill Simmons’ 50 Most Rewatchable Movies of the 21st Century Externas Passa sumo
↩ Internas Passa sumo
my daughter Externas Passa sumo
↩ Internas Passa sumo
↩ Internas Passa sumo
I moved back to Taiwan Internas Passa sumo
I moved back Internas Passa sumo
2021 Internas Passa sumo
2020 Internas Passa sumo
2019 Internas Passa sumo
2018 Internas Passa sumo
2017 Internas Passa sumo
2016 Internas Passa sumo
2015 Internas Passa sumo
2014 Internas Passa sumo
2013 Internas Passa sumo
Articles Internas Passa sumo
Updates Internas Passa sumo
Interviews Internas Passa sumo
DeepSeek FAQ Internas Passa sumo
Google, Nvidia, and OpenAI Internas Passa sumo
The Agentic Web and Original Sin Internas Passa sumo
AI’s Uneven Arrival Internas Passa sumo
Deep Research and Knowledge Value Internas Passa sumo
Checking In on AI and the Big Five Internas Passa sumo
Tech Philosophy and AI Opportunity Internas Passa sumo
Facebook is Dead; Long Live Meta Internas Passa sumo
The YouTube Tip of the Google Spear Internas Passa sumo
OpenAI’s Windows Play Internas Passa sumo
Robotaxis and Suburbia Internas Passa sumo
Netflix and the Hollywood End Game Internas Passa sumo
Apple Retreats Internas Passa sumo
Paradigm Shifts and the Winner’s Curse Internas Passa sumo
iPhones 17 and the Sugar Water Trap Internas Passa sumo
American Disruption Internas Passa sumo
Resiliency and Scale Internas Passa sumo
Bill McDermott Internas Passa sumo
Dara Khosrowshahi Internas Passa sumo
Sridhar Ramaswamy Internas Passa sumo
Thomas Kurian Internas Passa sumo
Mark Zuckerberg Internas Passa sumo
Christian Klein Internas Passa sumo
Jensen Huang Internas Passa sumo
Matthew Prince Internas Passa sumo
Neil Mohan Internas Passa sumo
Glenn Fogel Internas Passa sumo
Dustin Moskovitz Internas Passa sumo
Matthew Bromberg Internas Passa sumo
Mike Cannon-Brookes Internas Passa sumo
RJ Scaringe Internas Passa sumo
Brian Schimpf Internas Passa sumo
Bobby Healy Internas Passa sumo
Avery Pennarun Internas Passa sumo
March Internas Passa sumo
October Internas Passa sumo
Zach Perret Internas Passa sumo
Michael Truell Internas Passa sumo
Bret Taylor Internas Passa sumo
Ryan Jones Internas Passa sumo
Jon Yu Internas Passa sumo
Daniel Gross and Nat Friedman Internas Passa sumo
Matthew Ball Internas Passa sumo
Benedict Evans Internas Passa sumo
March Internas Passa sumo
December Internas Passa sumo
Dan Kim and Hassan Khan Internas Passa sumo
Dan Kim Internas Passa sumo
April Internas Passa sumo
November Internas Passa sumo
Patrick McGee Internas Passa sumo
Apple In China Externas Passa sumo
Ben Bajarin Internas Passa sumo
Gracelin Baskaran Internas Passa sumo
Michael Morton Internas Passa sumo
January 8 Internas Passa sumo
February 4 Internas Passa sumo
February 19 Internas Passa sumo
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March 19 Internas Passa sumo
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June 24 Internas Passa sumo
July 14 Internas Passa sumo
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August 27 Internas Passa sumo
September 9 Internas Passa sumo
November 11 Internas Passa sumo
September 24 Internas Passa sumo
November 3 Internas Passa sumo
Watch on YouTube Externas Passa sumo
the Internet is different Internas Passa sumo
Wall Street Journal Externas Passa sumo
Puck Externas Passa sumo
I painted back in 2016 Internas Passa sumo
has the potential Internas Passa sumo
the company’s relationship with Sony Internas Passa sumo
Bloomberg Externas Passa sumo
lost in federal court Internas Passa sumo
Watch on YouTube Externas Passa sumo
the next great consumer tech company Internas Passa sumo
characterized by boom-and-bust cycles Internas Passa sumo
I listed as a winner from the release Internas Passa sumo
a legitimate competitor to their chips Externas Passa sumo
Meta might be a natural Google partner Internas Passa sumo
Nvidia Waves and Moats Internas Passa sumo
one way to understand DGX Cloud Internas Passa sumo
the real brake on the AI bubble Internas Passa sumo
according to OpenAI, anyways Externas Passa sumo
its payments to its friends Internas Passa sumo
United States v. Google Internas Passa sumo
I noted last December Internas Passa sumo
The Moat Map Internas Passa sumo
not from affiliate links, but from personalized ads Externas Passa sumo
my ultimate protagonist Internas Passa sumo
this Daily Update Internas Passa sumo
Watch on YouTube Externas Passa sumo
attacked Externas Passa sumo
personally Externas Passa sumo
dishonestly Externas Passa sumo
I did understand how scale works Internas Passa sumo
this 2014 post by NYU finance professor Aswath Damodaran Externas Passa sumo
before his dramatic powerplay Internas Passa sumo
How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size Externas Passa sumo
Full Self-Driving (Supervised) is good enough to be Unsupervised Internas Passa sumo
an Update late last year Internas Passa sumo
Cybercab already points to this future Internas Passa sumo
The Information Externas Passa sumo
this announcement from Nvidia at GTC Washington D.C. Externas Passa sumo
View All Internas Passa sumo
An Interview with Matthew Ball About Gaming and the Fight for Attention Internas Passa sumo
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast Internas Passa sumo
Sharp Text Externas Passa sumo
The NBA’s Problems Are Structural, Cultural and Fixable Externas Passa sumo
Takaichi, Tanking and Legalization Lessons Externas Passa sumo
What ‘Any Given Sunday’ Gets Right Externas Passa sumo
View All Externas Passa sumo
View All Internas Passa sumo
View All Internas Passa sumo
View All Internas Passa sumo
Stratechery LLC Internas Passa sumo
Terms of Service Internas Passa sumo
Privacy Policy Internas Passa sumo
Designed with WordPress. Externas noFollow
Hosted by Pressable. Externas noFollow

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