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By Ben Thompson
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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

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 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

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

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

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.

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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

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

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