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
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Latest Podcast

  • John Ternus and Responsible Individuals

    Dithering | Mar 24
    John Ternus and Responsible Individuals
Companies

SSI

  • Grok 3, The Nvidia Shortcut, Competitive Implications

    Tuesday, February 18, 2025

    Listen to Podcast

    Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.


Stratechery Plus

Updates

  • Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

    Wednesday, March 18, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
View All

Stratechery Plus

Podcasts

  • John Ternus and Responsible Individuals

    Dithering | Mar 24
    John Ternus and Responsible Individuals
  • The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

    Greatest Of All Talk | Mar 23
    The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant
  • How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

    Greatest Of All Talk | Mar 20
    How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

Stratechery Plus

Interviews

  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • An Interview with Gregory Allen About Anthropic and the U.S. Government

    Thursday, March 5, 2026
View All

Sharp Text

Articles

  • What the NBA Could Be Getting from College Basketball
    Friday, March 20, 2026
  • Loud and Clear
    Friday, March 13, 2026
  • The End of the World As We Know It
    Friday, March 6, 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

  • Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

    Wednesday, March 18, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
View All

Stratechery Plus

Podcasts

  • John Ternus and Responsible Individuals

    Dithering | Mar 24
    John Ternus and Responsible Individuals
  • The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

    Greatest Of All Talk | Mar 23
    The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant
  • How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

    Greatest Of All Talk | Mar 20
    How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

Stratechery Plus

Interviews

  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • An Interview with Gregory Allen About Anthropic and the U.S. Government

    Thursday, March 5, 2026
View All

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