Ben Thompson
-
2025.44: Twitter, TV, and Taylor Sheridan
The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.
-
An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
-
Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade.
-
TSMC Earnings, The TSMC Brake, Intel Earnings
TSMC’s earnings reinforce the possibility that TSMC’s willingness to invest is real governor on the AI bubble. Intel needs to provide some competition.
-
2025.43: The Cost of Resiliency
The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.
-
Netflix Earnings, KPop Demon Hunters and Netflix Hit Production
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.
-
F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.
-
An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
An interview with Asana founder and Chairman Dustin Moskovitz about Asana, AI’s impact on SaaS, and the debate about AI Safety