Skip to content
Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
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→

Stratechery Plus

Updates

  • Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany

    Wednesday, August 19, 2026
  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • New York and the Power of the Network
    Friday, August 14, 2026
  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 2026
View All

More by Ben Thompson

Year in Review

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

View All
All Articles

Explore all free articles on Stratechery.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

  • Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany

    Wednesday, August 19, 2026
  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.