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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

  • (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

    Sharp Tech | Jun 12
    (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Companies

Nest

  • An Interview with “Father of the iPod” Tony Fadell

    Thursday, May 5, 2022

    Listen to Podcast

    An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.


  • AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism

    Thursday, December 19, 2019

    A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.


  • Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers

    Thursday, February 21, 2019

    Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.


  • Amazon Acquires Eero, Owning the Home, Amazon Earnings

    Tuesday, February 12, 2019

    Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.


  • The Battle for the Home

    Wednesday, October 10, 2018

    Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?


  • Google Earnings, Google’s Cost Drivers, Other Bets Versus Google Ventures

    Tuesday, April 24, 2018

    Google’s Earnings show rapidly rising expenses, which makes sense as the company seeks to grow outside of its core competency. Plus, why even Google is often better off investing instead of expanding.


  • Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge

    Wednesday, June 8, 2016

    Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.


  • Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus

    Monday, June 6, 2016

    Tony Fadell is out at Nest, likely signifying the beginning of the end of a deal I initially praised. Examining why I was wrong gives a lens to understand what went wrong.


  • Amazon Echo Expands, The Nest Failure, Microsoft and Slack

    Monday, March 7, 2016

    There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.


  • Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things

    Friday, January 9, 2015


Older Posts→

Stratechery Plus

Updates

  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • Fable 5, Anthropic Alignment, AI Tiers

    Wednesday, June 10, 2026
  • Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

    Monday, June 8, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

    Sharp Tech | Jun 12
    (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
  • WWDC Follow-Up

    Dithering | Jun 11
    WWDC Follow-Up
  • (Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

    Sharp China | Jun 11
    (Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

Stratechery Plus

Interviews

  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

    Thursday, May 28, 2026
View All

Sharp Text

Articles

  • Europe’s Final Warning
    Friday, June 12, 2026
  • Steph Curry Turns to China
    Friday, June 5, 2026
  • How Spencer Pratt Happens
    Friday, May 29, 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 Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • Fable 5, Anthropic Alignment, AI Tiers

    Wednesday, June 10, 2026
  • Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

    Monday, June 8, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

    Sharptech | Jun 12
    (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
  • WWDC Follow-Up

    Dithering | Jun 11
    WWDC Follow-Up
  • (Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

    Sharpchina | Jun 11
    (Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

Stratechery Plus

Interviews

  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

    Thursday, May 28, 2026
View All

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