Skip to content
Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

  • 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

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

  • 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.

View All
All Content

Explore all posts on Stratechery.

View All

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

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.