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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
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Latest Podcast

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
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.


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Updates

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
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Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharp China | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

Sharp Text

Articles

  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
  • Super Intelligence Is Not Right, Either
    Friday, October 2, 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

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
View All

Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharpchina | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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