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By Ben Thompson
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Latest Podcast

Open Letters and Weights
Dithering | Jul 28
Open Letters and Weights

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

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

Wednesday, July 22, 2026
Netflix Earnings, Is Netflix Washed?, Additional Notes

Tuesday, July 21, 2026
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

Wednesday, July 15, 2026

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Podcasts

Open Letters and Weights
Dithering | Jul 28
Open Letters and Weights
Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
Greatest Of All Talk | Jul 24
Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum
Sharp Tech | Jul 23
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

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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

Two More Cents on the NBA’s Second Apron Era
Friday, July 24, 2026
Is Netflix Washed Now?
Friday, July 17, 2026
Online Insanity and Its Counterpoint
Friday, July 10, 2026

More by Ben Thompson

Year in Review

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

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Explore all free articles on Stratechery.

All Content

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UpdateS

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

Wednesday, July 22, 2026
Netflix Earnings, Is Netflix Washed?, Additional Notes

Tuesday, July 21, 2026
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

Wednesday, July 15, 2026

Stratechery Plus

Podcasts

Open Letters and Weights
Dithering | Jul 28
Open Letters and Weights
Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
Greatest Of All Talk | Jul 24
Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum
Sharptech | Jul 23
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

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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