Ben Thompson
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2025.45: Frothiness and the Future
The best Stratechery content from the week of November 3, 2025, including frothiness and the future, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.
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2025.42: A Rare Earths Awakening for the West
Announcing a new Stratechery site: Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why Netflix wants Bill Simmons.
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2025.41: It’s OpenAI’s World, We’re Just Living in It
The best Stratechery content from the week of October 6, 2025, including OpenAI’s Windows strategy, Sam Altman and boundless ambition, and the future of creation.
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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.
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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.
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2025.38: Meta, YouTube, and Tech Press Attention
The best Stratechery content from the week of September 15, 2025, including Meta, YouTube and press attention, why Oracle is winning in AI, and the bubble inflection point.
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2025.37: Apple on the Periphery
The best Stratechery content from the week of September 8, 2025, including Apple and the new iPhones, why SpaceX is buying spectrum, and five questions after China’s Victory Day Parade.
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2025.36: Google, Apple, and a Giant Sigh of Relief
The best Stratechery content from the week of September 1, 2025, including the Google Patronage Network, Google and competition, and Cloudflare and the future of the Internet.
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2025.35: Intel and the Least Bad Option
The best Stratechery content from the week of August 25, 2025, including the U.S. getting into the chip business, KPop Demon Hunters and the Netflix machine, and China’s plan for AI chips.
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2025.33: Meta and the Benefit of the Doubt
The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5’s Arrival, and the Top 5 Airports.
