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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

ZTE

  • China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

    Monday, October 13, 2025

    Listen to Podcast

    China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.


  • AI Promise and Chip Precariousness

    Tuesday, February 25, 2025

    Listen to Podcast

    Watch on YouTube

    The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.


  • AI Diffusion Regulations, Closing Loopholes, The Objections

    Tuesday, January 14, 2025

    Listen to Podcast

    The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.


  • An Interview with Gregory Allen About the State of China Chip Export Controls

    Thursday, December 12, 2024

    Listen to Podcast

    An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.


  • An Interview with Gregory C. Allen About China’s Chip Ban Response

    Thursday, May 4, 2023

    Listen to Podcast

    An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.


  • An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban

    Thursday, December 15, 2022

    Listen to Podcast

    An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place


  • The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not

    Tuesday, October 11, 2022

    Listen to Podcast

    The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.


  • China, Leverage, and Values

    Tuesday, May 21, 2019

    If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.


  • China’s Alleged Hardware Hack, How the Attack (Allegedly) Happened, Believability and Implications

    Thursday, October 4, 2018

    Bloomberg has published an explosive report alleging a hardware hack that has affected multiple companies, including Apple and Amazon; both deny it. What might have happened, who can be believed, and what might happen next?


  • Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached

    Tuesday, May 22, 2018

    Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.


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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