By Ben Thompson
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Member Forum

By Ben Thompson
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More by Ben Thompson

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

LiveLoop

Daily Update: Microsoft is Rebuilding Office, Amazon Home Services

Tuesday, March 31, 2015

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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

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

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

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

All Articles

Explore all free articles on Stratechery.

All Content

Explore all posts on Stratechery.

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

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

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