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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

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
Companies

NFL

  • An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators

    Wednesday, September 17, 2025

    Listen to Podcast

    An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.


  • ESPN + NFL, NFL Strategy, Additional Disney Notes

    Thursday, August 7, 2025

    Listen to Podcast

    The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.


  • 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.


  • Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events

    Tuesday, November 19, 2024

    Listen to Podcast

    The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.


  • Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle

    Monday, May 20, 2024

    Listen to Podcast

    Netflix announced an NFL that makes a lot of sense, even if it would have been a big surprise previously. Then, Netflix is building their own ad platform, and everyone else is looking to re-bundle.


  • 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 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.


  • An Interview with The Ringer Founder and CEO Bill Simmons

    Thursday, March 16, 2023

    Listen to Podcast

    An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.


  • What the NBA Can Learn From Formula 1

    Tuesday, February 28, 2023

    Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating


Older Posts→

Stratechery Plus

Updates

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
  • (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    Sharp Tech | Jul 23
    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

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

  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 2026
  • Online Insanity and Its Counterpoint
    Friday, July 10, 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

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

    Sharpchina | Jul 30
    (Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes
  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

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

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