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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
    • All Articles

Latest Podcast

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
Companies

ESPN

  • ESPN + NFL, NFL Strategy, Additional Disney Notes

    Thursday, August 7, 2025

    Listen to Podcast

    The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.


  • WBD Split, HBO and Warner, Whither Sports?

    Monday, June 16, 2025

    Listen to Podcast

    WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.


  • The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality

    Wednesday, May 28, 2025

    Listen to Podcast

    The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.


  • iPhone Pricing, DirecTV and Disney, Bars and Sports

    Monday, September 9, 2024

    Listen to Podcast

    Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.


  • An Interview with Matthew Belloni About Hollywood’s Streaming Struggles

    Thursday, May 9, 2024

    Listen to Podcast

    An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.


  • The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings

    Wednesday, May 1, 2024

    Listen to Podcast

    The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.


  • Vision Pro at Work, The Sports Bundle

    Wednesday, February 7, 2024

    Listen to Podcast

    Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.


  • The Apple Vision Pro’s Missing Apps

    Monday, January 22, 2024

    The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?


  • An Interview with Michael Nathanson About a Tumultuous Year in Media

    Thursday, December 7, 2023

    Listen to Podcast

    An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.


  • The College Football Playoff, Events Over Inventory, NASCAR’s New Deal

    Monday, December 4, 2023

    Listen to Podcast

    The College Football Playoff, along with the overall evolution in college football, highlight the importance of events over inventory. Plus, NASCAR’s new TV deal, which includes Amazon.


Older Posts→

Stratechery Plus

Updates

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
  • (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    Sharp Tech | Jul 23
    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 2026
  • Online Insanity and Its Counterpoint
    Friday, July 10, 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.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
  • (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    Sharptech | Jul 23
    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

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