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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

  • 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.
Concepts

AI

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026

    Listen to Podcast

    OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.


  • Who’s Afraid of Chinese Models?

    Monday, July 20, 2026

    Listen to Podcast

    Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.


  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026

    Listen to Podcast

    IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.


  • The OpenAI Super App, ChatGPT = Codex, Whither Chat

    Tuesday, July 14, 2026

    Listen to Podcast

    OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?


  • Apple Sues OpenAI, Apple’s Real Problem

    Monday, July 13, 2026

    Listen to Podcast

    Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.


  • Muse Image, Grok 4.5, Alex Karp on CNBC

    Thursday, July 9, 2026

    Listen to Podcast

    The battle for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.


  • A Script for Mark Zuckerberg

    Tuesday, July 7, 2026

    Listen to Podcast

    Watch on YouTube

    A script for what Mark Zuckerberg should say on Meta’s next earnings call.


  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026

    Listen to Podcast

    An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.


  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026

    Listen to Podcast

    My experience and reflections on vibe coding an app that I plan on actually using regularly.


  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026

    Listen to Podcast

    The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.


Older Posts→

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

  • 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
  • Android, AI, and the EU

    Dithering | Jul 23
    Android, AI, and the EU

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.

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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

  • 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

  • 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
  • Android, AI, and the EU

    Dithering | Jul 23
    Android, AI, and the EU

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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