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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

  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
Companies

NBA

  • Apple: You (Still) Don’t Understand the Vision Pro

    Monday, January 12, 2026

    Listen to Podcast

    Watch on YouTube

    The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.


  • Talent Wars, NBA Money, AI Money

    Tuesday, June 24, 2025

    Listen to Podcast

    Top AI talents is starting to get NBA level money — and they might still be underpaid.


  • An Interview with Michael Nathanson About the Streaming Endgame

    Thursday, March 6, 2025

    Listen to Podcast

    An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.


  • Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence

    Wednesday, February 12, 2025

    Listen to Podcast

    The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.


  • An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

    Thursday, May 16, 2024

    Listen to Podcast

    An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.


  • An Interview with Matthew Belloni About Hollywood’s Streaming Struggles

    Thursday, May 9, 2024

    Listen to Podcast

    An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.


  • The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings

    Wednesday, May 1, 2024

    Listen to Podcast

    The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.


  • Amazon and Diamond Sports, Netflix and WWE

    Tuesday, January 23, 2024

    Listen to Podcast

    Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.


  • An Interview with Michael Nathanson About a Tumultuous Year in Media

    Thursday, December 7, 2023

    Listen to Podcast

    An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.


  • ESPN Financials, NBA Spin, Jon Stewart vs. Apple

    Tuesday, October 24, 2023

    Listen to Podcast

    ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.


Older Posts→

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Updates

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharp Tech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
  • (Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

    Sharp China | Apr 30
    (Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Sharp Text

Articles

  • Beijing Is Not Playing the Long Game
    Friday, May 1, 2026
  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 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

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharptech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
  • (Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

    Sharpchina | Apr 30
    (Preview) Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

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