Skip to content

By Ben Thompson
Explore

Search

Stratechery Plus

Learn More
Member Forum

By Ben Thompson
Explore

More by Ben Thompson

Latest Podcast

Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
Sharp China | Nov 11
Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

Daman Rangoola

Stratechery Plus

Learn More
Member Forum

Search

Stratechery Plus

Updates

An Interview With Roblox CEO David Baszucki About Aggregating Play

Thursday, November 12, 2026
Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Wednesday, November 11, 2026
The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

Tuesday, November 10, 2026

Stratechery Plus

Podcasts

Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
Sharp China | Nov 11
Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
Greatest Of All Talk | Nov 10
Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
The Jensen Huang Affair
Dithering | Nov 10
The Jensen Huang Affair

Stratechery Plus

Interviews

An Interview With Roblox CEO David Baszucki About Aggregating Play

Thursday, November 12, 2026
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Thursday, November 5, 2026
An Interview with Palantir CTO Shyam Sankar About the AI Religious War

Thursday, October 29, 2026

Articles

X Marks the Rot
Friday, November 6, 2026
Kylian Mbappé’s Little Red Card
Friday, October 30, 2026
You Can See Everything (And It’s a Great Time)
Friday, October 23, 2026

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

All Articles

Explore all free articles on Stratechery.

All Content

Explore all posts on Stratechery.

Stratechery Plus

UpdateS

An Interview With Roblox CEO David Baszucki About Aggregating Play

Thursday, November 12, 2026
Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Wednesday, November 11, 2026
The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

Tuesday, November 10, 2026

Stratechery Plus

Podcasts

Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
Sharpchina | Nov 11
Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
Greatest Of All Talk | Nov 10
Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
The Jensen Huang Affair
Dithering | Nov 10
The Jensen Huang Affair

Stratechery Plus

Interviews

An Interview With Roblox CEO David Baszucki About Aggregating Play

Thursday, November 12, 2026
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Thursday, November 5, 2026
An Interview with Palantir CTO Shyam Sankar About the AI Religious War

Thursday, October 29, 2026

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.