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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
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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

HBO

  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026

    Listen to Podcast

    An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.


  • Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.

    Tuesday, March 3, 2026

    Listen to Podcast

    Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?


  • An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

    Tuesday, December 9, 2025

    Listen to Podcast

    An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game.


  • WBD Split, HBO and Warner, Whither Sports?

    Monday, June 16, 2025

    Listen to Podcast

    WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.


  • An Interview with Michael Nathanson About the Streaming Endgame

    Thursday, March 6, 2025

    Listen to Podcast

    An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.


  • An Interview with Michael Nathanson About a Tumultuous Year in Media

    Thursday, December 7, 2023

    Listen to Podcast

    An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.


  • An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising

    Thursday, October 5, 2023

    Listen to Podcast

    An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.


  • An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

    Thursday, May 18, 2023

    Listen to Podcast

    An interview with me about my background, Aggregation Theory, AI, streaming, and more.


  • An Interview with Michael Nathanson About Netflix and the Media Industry

    Thursday, January 26, 2023

    Listen to Podcast

    An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.


  • Warner Bros. Discovery and the NBA, The Zaslav Doctrine

    Wednesday, November 16, 2022

    Listen to Podcast

    Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.


Older Posts→

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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