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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

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
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


←Newer Posts

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Updates

  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
View All

Stratechery Plus

Podcasts

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI
  • Muse Delivery Vehicles

    Dithering | Sep 25
    Muse Delivery Vehicles

Stratechery Plus

Interviews

  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
View All

Sharp Text

Articles

  • Too Many Stadiums with Roofs
    Friday, September 25, 2026
  • Some of All Fears
    Friday, September 18, 2026
  • The War and Reasonable Doubt
    Friday, September 4, 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

Explore all free articles on Stratechery.

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All Content

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Stratechery Plus

UpdateS

  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
View All

Stratechery Plus

Podcasts

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI
  • Muse Delivery Vehicles

    Dithering | Sep 25
    Muse Delivery Vehicles

Stratechery Plus

Interviews

  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
View All

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