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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

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
Companies

Sony

  • 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.


  • Gaming the Smiling Curve

    Tuesday, February 1, 2022

    The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.


  • Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms

    Monday, June 14, 2021

    Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.


  • Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal

    Monday, April 26, 2021

    Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.


  • 2020 Bundles

    Tuesday, September 22, 2020

    The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.


  • PS5 and Xbox, Sony’s Console, Microsoft’s Service

    Thursday, September 17, 2020

    Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.


  • Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO

    Thursday, September 19, 2019

    Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.


  • AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS

    Wednesday, May 29, 2019

    AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.


  • Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders

    Thursday, April 18, 2019

    More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.


  • The Problem with Facebook and Virtual Reality

    Wednesday, October 24, 2018

    Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.


←Newer Posts Older Posts→

Stratechery Plus

Updates

  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
View All

Stratechery Plus

Podcasts

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI
  • Muse Delivery Vehicles

    Dithering | Sep 25
    Muse Delivery Vehicles

Stratechery Plus

Interviews

  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
View All

Sharp Text

Articles

  • Too Many Stadiums with Roofs
    Friday, September 25, 2026
  • Some of All Fears
    Friday, September 18, 2026
  • The War and Reasonable Doubt
    Friday, September 4, 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

  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
View All

Stratechery Plus

Podcasts

  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI
  • Muse Delivery Vehicles

    Dithering | Sep 25
    Muse Delivery Vehicles

Stratechery Plus

Interviews

  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
  • An Interview with OpenAI President Greg Brockman About Astra and Alignment

    Friday, September 4, 2026
View All

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