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 Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
Companies

Groq

  • Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense

    Tuesday, January 6, 2026

    Listen to Podcast

    Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet.


  • An Interview with Nat Friedman and Daniel Gross Reasoning About AI

    Thursday, February 29, 2024

    Listen to Podcast

    An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.


  • Groq Costs, Gemini Pro 1.5, Google’s Timidity

    Wednesday, February 21, 2024

    Listen to Podcast

    Groq is expensive and might not scale; that’s not a problem for Google, and Gemini Pro 1.5 shows what is possible with their infrastructure. The company’s manipulation of Gemini, though, shows the company’s timidity.


  • Sora, Groq, and Virtual Reality

    Tuesday, February 20, 2024

    OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.


  • Second-Generation TensorFlow Processing Units, What are TPUs?, Groq

    Monday, May 22, 2017

    Perhaps the most interesting announcement at Google I/O were the second generation Tensor Processing Units and their integration into Google’s cloud. Plus, a competitor looms.


Stratechery Plus

Updates

  • Personal Day — Sick

    Monday, February 2, 2026
  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
View All

Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharp Tech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 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
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

  • Personal Day — Sick

    Monday, February 2, 2026
  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
View All

Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharptech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

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