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

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
Companies

GM

  • GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook

    Wednesday, December 11, 2024

    Listen to Podcast

    GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.


  • 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?


  • WhatsApp Drops Subscription Fee, Messaging’s Monetization Potential, GM Acquires Sidecar Remnants

    Tuesday, January 19, 2016

    WhatsApp unsurprisingly dropped their subscription fee and, paradoxically, increased the services value. There are much better ways to monetize messaging. Plus, why it doesn’t matter what car makers do.


  • Cars and the Future

    Tuesday, January 12, 2016

    A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.


Stratechery Plus

Updates

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
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Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

Sharp Text

Articles

  • The Scorpion and the Frogs
    Friday, January 30, 2026
  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 2026
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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 Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
View All

Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharpchina | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

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