Ben Thompson
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Personal Day
Personal Day — No Update
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
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The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.
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2026.19: Earning & Spending
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech’s first quarter, a conversation with Joanna Stern, and asking what’s next for the Boston Celtics.
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An Interview with Joanna Stern About Living With AI
An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
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Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.