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By Ben Thompson
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More by Ben Thompson

Latest Podcast

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Sharp Tech | Jun 12
(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

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 Ben Bajarin About Apple, AI, and Compute

Thursday, June 11, 2026
Fable 5, Anthropic Alignment, AI Tiers

Wednesday, June 10, 2026
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

Monday, June 8, 2026

Stratechery Plus

Podcasts

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Sharp Tech | Jun 12
(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
WWDC Follow-Up
Dithering | Jun 11
WWDC Follow-Up
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others
Sharp China | Jun 11
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

Stratechery Plus

Interviews

An Interview with Ben Bajarin About Apple, AI, and Compute

Thursday, June 11, 2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

Thursday, June 4, 2026
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

Thursday, May 28, 2026

Articles

Europe’s Final Warning
Friday, June 12, 2026
Steph Curry Turns to China
Friday, June 5, 2026
How Spencer Pratt Happens
Friday, May 29, 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 Ben Bajarin About Apple, AI, and Compute

Thursday, June 11, 2026
Fable 5, Anthropic Alignment, AI Tiers

Wednesday, June 10, 2026
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

Monday, June 8, 2026

Stratechery Plus

Podcasts

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Sharptech | Jun 12
(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
WWDC Follow-Up
Dithering | Jun 11
WWDC Follow-Up
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others
Sharpchina | Jun 11
(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

Stratechery Plus

Interviews

An Interview with Ben Bajarin About Apple, AI, and Compute

Thursday, June 11, 2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

Thursday, June 4, 2026
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

Thursday, May 28, 2026

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