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

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
Companies

Okai

  • More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends

    Wednesday, December 5, 2018

    Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)


Stratechery Plus

Updates

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
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Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
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Sharp Text

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
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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

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
View All

Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharpchina | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

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