Ben Thompson
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An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.
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OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
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The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security
The Trump administration’s Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to inference.
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Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?
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Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI
Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple’s need to control everything.
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2025.11: Alexa Gets an AI Makeover
The best Stratechery content from the week of March 10, 2025, including why Ben is skeptical of Alexa+, a eulogy for Skype, and Trump’s planned China tariffs.
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An Interview with Tailscale Co-Founder and CEO Avery Pennarun
An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.