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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

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
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

  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
  • Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems

    Wednesday, August 12, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

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

  • New York and the Power of the Network
    Friday, August 14, 2026
  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 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

  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
  • Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems

    Wednesday, August 12, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

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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