Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
Companies

Mira

  • Quest vs. Vision, Vision and the Mac, Apple Acquires Mira

    Wednesday, June 7, 2023

    Listen to Podcast

    Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple’s most recent acquisition.


Stratechery Plus

Updates

  • Personal Day — Sick

    Monday, February 2, 2026
  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
View All

Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharp Tech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

Sharp Text

Articles

  • The Scorpion and the Frogs
    Friday, January 30, 2026
  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

View All
All Articles

Explore all free articles on Stratechery.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

  • Personal Day — Sick

    Monday, February 2, 2026
  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
View All

Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharptech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Proudly powered by WordPress. Hosted by Pressable.