Ben Thompson
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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.
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2026.04: Netflix, Luka, and Life in La La Land
The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader.
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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.
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2026.03: Technology Doings
The best Stratechery content from the week of January 12, 2026, including what technology did for United, what it is doing to legacy media, and what it should do for Apple.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.