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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
    • All Articles

Latest Podcast

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
Companies

Sony

  • XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs

    Wednesday, July 8, 2026

    Listen to Podcast

    Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.


  • An Interview with Matthew Ball About Gaming and the Fight for Attention

    Thursday, February 19, 2026

    Listen to Podcast

    An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.


  • An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

    Tuesday, December 9, 2025

    Listen to Podcast

    An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game.


  • Netflix Earnings, KPop Demon Hunters and Netflix Hit Production

    Thursday, October 23, 2025

    Listen to Podcast

    Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.


  • KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator

    Wednesday, August 27, 2025

    Listen to Podcast

    KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator.


  • xAI Raising Money, xAI and Oracle, Xbox = Windows

    Wednesday, June 18, 2025

    Listen to Podcast

    Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.


  • Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro

    Tuesday, September 17, 2024

    Listen to Podcast

    Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro,


  • 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.


  • Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy

    Wednesday, February 14, 2024

    Listen to Podcast

    Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.


  • An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

    Thursday, May 18, 2023

    Listen to Podcast

    An interview with me about my background, Aggregation Theory, AI, streaming, and more.


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.

View All
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

  • 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

    Sharptech | 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

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