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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

  • (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
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 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
View All

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
View All

Sharp Text

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
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 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
View All

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
View All

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