Ben Thompson
-
2026.06: SaaSmageddon and the Super Bowl
The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football.
-
Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
-
Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
-
Personal Day — Sick
Personal Day — Sick
-
An Interview with Kalshi CEO Tarek Mansour About Prediction Markets
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets.
-
Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism
Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.