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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
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Latest Podcast

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharp Tech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
Companies

Arm

  • The End of Windows and Slack Versus Microsoft Teams, ARM on Macs?, Apple’s Commitment to the Mac

    Tuesday, April 3, 2018

    Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.


  • Sports and TV Follow-up, Intel Licenses ARM IP

    Wednesday, August 17, 2016

    First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.


  • Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter

    Monday, July 18, 2016

    Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.


  • Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM

    Tuesday, May 31, 2016

    The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.


  • Ben Bajarin: The Beginning of the End of Qualcomm, The Disruptive Nature of ARM

    Thursday, February 4, 2016

    Ben is on vacation so today’s Daily Update guest writer is Ben Bajarin. One of Ben’s many responsibilities is consulting for the chip industry, and today he shares his pessimism about Qualcomm.


  • Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed

    Monday, March 30, 2015


  • Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips

    Thursday, November 20, 2014


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Updates

  • Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

    Friday, October 23, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
View All

Stratechery Plus

Podcasts

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharp Tech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
  • The Duo Review

    Dithering | Oct 23
    The Duo Review
  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

Sharp Text

Articles

  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 2026
  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
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More by Ben Thompson

Year in Review

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

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All Articles

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All Content

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UpdateS

  • Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

    Friday, October 23, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
View All

Stratechery Plus

Podcasts

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharptech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
  • The Duo Review

    Dithering | Oct 23
    The Duo Review
  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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