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

Sony

  • 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.


  • Consoles and Competition

    Monday, December 12, 2022

    Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.


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.