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

  • Alan Dye Leaves Apple

    Dithering | Dec 5
    Alan Dye Leaves Apple
Companies

Ford

  • EV Charging Standards, Tesla’s Strategy, Tesla’s Reward

    Wednesday, June 21, 2023

    Listen to Podcast

    It increasingly looks like Tesla’s standard for charging will be the standard for the industry. Why did Tesla seize this opportunity, and why do they deserve to profit from it?


  • Ford Fires CEO, Car Companies and the Future, Anthony Levandowski vs. Google

    Wednesday, May 24, 2017

    Ford has a new CEO, and it probably doesn’t have much to do with the tech industry. That said, what car companies are best placed for the future? Plus, 100x engineers and the problem of culture.


  • Google, Uber, and the Evolution of Transportation-as-a-Service

    Wednesday, August 31, 2016

    The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?


  • CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games

    Monday, January 4, 2016

    I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.


  • Differentiation and Value Capture in the Internet Age

    Wednesday, November 19, 2014

    The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.


Stratechery Plus

Updates

  • An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

    Thursday, December 4, 2025
  • AWS re:Invent, Agents for AWS, Nova Forge

    Wednesday, December 3, 2025
  • OpenAI Code Red, AWS and Google Cloud Networking

    Tuesday, December 2, 2025
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Stratechery Plus

Podcasts

  • Alan Dye Leaves Apple

    Dithering | Dec 5
    Alan Dye Leaves Apple
  • (Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

    Sharp Tech | Dec 5
    (Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1
  • Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade ‘Impossible’

    Sharp China | Dec 3
    Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade ‘Impossible’

Stratechery Plus

Interviews

  • An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

    Thursday, December 4, 2025
  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
  • An Interview with Unity CEO Matthew Bromberg About Turnarounds

    Thursday, November 13, 2025
View All

Sharp Text

Articles

  • The Definitive Ranking of Tech Company Takeability
    Friday, November 21, 2025
  • The NBA Cup Doesn’t Have to Be Terrible
    Friday, November 14, 2025
  • A Dissenting View on Trump’s Tariffs
    Friday, November 7, 2025
View All

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 Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

    Thursday, December 4, 2025
  • AWS re:Invent, Agents for AWS, Nova Forge

    Wednesday, December 3, 2025
  • OpenAI Code Red, AWS and Google Cloud Networking

    Tuesday, December 2, 2025
View All

Stratechery Plus

Podcasts

  • Alan Dye Leaves Apple

    Dithering | Dec 5
    Alan Dye Leaves Apple
  • (Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

    Sharptech | Dec 5
    (Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1
  • Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade ‘Impossible’

    Sharpchina | Dec 3
    Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade ‘Impossible’

Stratechery Plus

Interviews

  • An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

    Thursday, December 4, 2025
  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
  • An Interview with Unity CEO Matthew Bromberg About Turnarounds

    Thursday, November 13, 2025
View All

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