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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

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
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

  • 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
View All

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

    Sharp Tech | 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
View All

Sharp Text

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
View All

More by Ben Thompson

Year in Review

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

View All
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

  • 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
View All

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
View All

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