2025 – Page 6 – Stratechery by Ben Thompson

Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

This Week in Stratechery

2025.40: The AI Slop Era Arrives

The best Stratechery content from the week of October 6, 2025, including the arrival of the AI Slop Era, what “China Hawk” really means, and Steve Ballmer and the Clippers catastrophe.

An Interview with Ben Bajarin About AI Infrastructure

Thursday, October 2, 2025

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An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.

Sora the App, Sonnet 4.5 and the Question of Models as Processors

Wednesday, October 1, 2025

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OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

Tuesday, September 30, 2025

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OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?

Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

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The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.

This Week in Stratechery

2025.39: The YouTube Juggernaut

The best Stratechery content from the week of September 22, 2025, including the YouTube juggernaut, the Nvidia-Intel partnership, and sushi robots.

An Interview with Booking CEO Glenn Fogel About Travel and Aggregation

Thursday, September 25, 2025

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An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.

YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power

Wednesday, September 24, 2025

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YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.

The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.

WWDC Questions

WWDC Questions

Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

Five Questions on the NBA Finals, Wemby and NBA History, Q&A on the Kroenkes, OKC, and Team USA

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

The Nvidia AI PC, Project Solara, Microsoft AI

YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar

WWDC Questions

Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

Five Questions on the NBA Finals, Wemby and NBA History, Q&A on the Kroenkes, OKC, and Team USA

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies