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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

  • Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic

    Greatest Of All Talk | Sep 8
    Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic
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 Does Math, Reward-Hacking, Meta Launches Personal Agent

    Wednesday, September 9, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
  • Fable 5.1, Enterprise Frontier Safeguards

    Wednesday, September 2, 2026
View All

Stratechery Plus

Podcasts

  • Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic

    Greatest Of All Talk | Sep 8
    Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic
  • Agents and Forklifts

    Dithering | Sep 8
    Agents and Forklifts
  • Nvidia Buys Hugging Face

    Dithering | Sep 4
    Nvidia Buys Hugging Face

Stratechery Plus

Interviews

  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
  • 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
View All

Sharp Text

Articles

  • The War and Reasonable Doubt
    Friday, September 4, 2026
  • Halt and Catch Ire
    Friday, August 28, 2026
  • So What Was Trump Saying to South Korea on Sunday?
    Friday, August 21, 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

  • OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent

    Wednesday, September 9, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
  • Fable 5.1, Enterprise Frontier Safeguards

    Wednesday, September 2, 2026
View All

Stratechery Plus

Podcasts

  • Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic

    Greatest Of All Talk | Sep 8
    Closing the Book on the Clippers Catastrophe and Early Over/Under Picks in the Atlantic
  • Agents and Forklifts

    Dithering | Sep 8
    Agents and Forklifts
  • Nvidia Buys Hugging Face

    Dithering | Sep 4
    Nvidia Buys Hugging Face

Stratechery Plus

Interviews

  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
  • 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
View All

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