Ben Thompson
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Intel Earnings, Intel’s Differentiation?, Whither Terafab
Intel’s earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
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An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.
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2026.17: He Came, He Saw, He Cooked
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0.
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An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An interview with Google Cloud CEO Thomas Kurian about Google’s cloud priorities, enterprise agent platform, and Google’s integration advantage.
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John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
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Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
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2026.16: Servers, Satellites, and Stars
The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.
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An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.