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
    • All Articles

Latest Podcast

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
Companies

Visa

  • An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust

    Thursday, May 29, 2025

    Listen to Podcast

    An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.


  • More on Visa-Plaid, European Commission v. Amazon, Spotify Updates

    Tuesday, November 10, 2020

    Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.


  • Justice Department Sues to Block Visa Plaid Acquisition, Plaid’s Potential, Scalability and Antitrust

    Monday, November 9, 2020

    The Justice Department gets it right again with another lawsuit, this time against Visa’s acquisition of Plaid.


  • Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences

    Wednesday, January 15, 2020

    More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.


  • Visa, Plaid, Networks, and Jobs

    Tuesday, January 14, 2020

    The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.


Stratechery Plus

Updates

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
View All

Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

Sharp Text

Articles

  • The Scorpion and the Frogs
    Friday, January 30, 2026
  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 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

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
View All

Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharpchina | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

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