Ben Thompson
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.
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2025.05: The World Discovers DeepSeek
The best Stratechery content from the week of January 27, 2025, including making sense of DeepSeek, why DeepSeek is not a Sputnik moment, yet still geopolitically important.
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An Interview with Matthew Ball About the Gaming Slump
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.
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Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes
Chinese New Year wishes, and a scheduling adjustment.
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The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI.
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DeepSeek FAQ
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?
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2025.04: OpenAI, Microsoft and The State of AI
The best Stratechery content from the week of January 20, 2025, including Microsoft and OpenAI growing apart, a conversation about the state of AI, and Stratechery welcoming Asianometry to Stratechery Plus.