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

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
Companies

Path

  • Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker

    Thursday, June 4, 2015

    Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.


Stratechery Plus

Updates

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharp China | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

Sharp Text

Articles

  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 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

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharpchina | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

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