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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

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
Companies

Etsy

  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025

    Listen to Podcast

    An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.


  • OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

    Tuesday, September 30, 2025

    Listen to Podcast

    OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?


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Updates

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharp Tech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • 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
View All

Sharp Text

Articles

  • Beijing Is Not Playing the Long Game
    Friday, May 1, 2026
  • 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
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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

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharptech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • 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
View All

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