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

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
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

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharp Tech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Stratechery Plus

Interviews

  • 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
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

Sharp Text

Articles

  • 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
  • A Snap of Oversteer
    Friday, April 3, 2026
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

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharptech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Stratechery Plus

Interviews

  • 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
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

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