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
    • All Articles

Latest Podcast

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
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 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

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
  • 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

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

  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • 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
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

  • NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

    Greatest Of All Talk | Apr 24
    NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe
  • 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

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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