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Member Forum

By Ben Thompson
Explore

More by Ben Thompson

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

Temu

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons

Wednesday, April 30, 2025

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Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.
The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance

Monday, February 3, 2025

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Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta.
Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect

Monday, October 30, 2023

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Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.

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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

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

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

More by Ben Thompson

Year in Review

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

All Articles

Explore all free articles on Stratechery.

All Content

Explore all posts on Stratechery.

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

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

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