Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

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

Latest Podcast

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
Companies

ZTE

  • ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall

    Monday, May 14, 2018

    The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.


  • Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart

    Thursday, May 10, 2018

    Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.


  • The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain

    Tuesday, April 17, 2018

    The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.


←Newer Posts

Stratechery Plus

Updates

  • Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

    Tuesday, April 7, 2026
  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
  • Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver

    Greatest Of All Talk | Apr 6
    Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver
  • An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

    Greatest Of All Talk | Apr 3
    An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

Stratechery Plus

Interviews

  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
View All

Sharp Text

Articles

  • A Snap of Oversteer
    Friday, April 3, 2026
  • Tilting at Windmills
    Friday, March 27, 2026
  • What the NBA Could Be Getting from College Basketball
    Friday, March 20, 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.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

  • Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

    Tuesday, April 7, 2026
  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
  • Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver

    Greatest Of All Talk | Apr 6
    Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver
  • An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

    Greatest Of All Talk | Apr 3
    An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

Stratechery Plus

Interviews

  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.