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

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
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

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

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
View All

Stratechery Plus

Podcasts

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharp Tech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

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

  • Hopes, Fears, and the Wizards
    Friday, June 26, 2026
  • Aura and the Lack Thereof
    Friday, June 19, 2026
  • Europe’s Final Warning
    Friday, June 12, 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

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

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
View All

Stratechery Plus

Podcasts

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharptech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

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.