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
    • All Articles

Latest Podcast

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
Companies

SAP

  • An Interview with SAP CEO Christian Klein About Enterprise AI

    Friday, May 9, 2025

    Listen to Podcast

    An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.


  • Distinguishing Regulation, Is the Internet Different?, Reasons for Skepticism

    Thursday, December 13, 2018

    Follow-up on The State of Technology in 2018: the different types of regulation, whether or not the Internet is different, and why consumer tech companies may be weaker than they seem.


  • The Experience Economy

    Monday, November 12, 2018

    SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.


Stratechery Plus

Updates

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharp China | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down

Stratechery Plus

Interviews

  • 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
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

Sharp Text

Articles

  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 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

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharpchina | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down

Stratechery Plus

Interviews

  • 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
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

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