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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
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Latest Podcast

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
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.


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Updates

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
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Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharp China | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

Sharp Text

Articles

  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
  • Super Intelligence Is Not Right, Either
    Friday, October 2, 2026
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More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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All Articles

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All Content

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UpdateS

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
View All

Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharpchina | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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