Skip to content
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

  • (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
Concepts

AI

  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026

    Listen to Podcast

    An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are leveraging demand to build out entirely new electrical infrastructure for AI.


  • Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo

    Wednesday, January 7, 2026

    Listen to Podcast

    Nvidia’s CES announcements didn’t have much for consumers, but affects them all the same.


  • Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense

    Tuesday, January 6, 2026

    Listen to Podcast

    Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet.


  • AI and the Human Condition

    Monday, January 5, 2026

    Listen to Podcast

    Watch on YouTube

    AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.


  • An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

    Tuesday, December 16, 2025

    Listen to Podcast

    An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.


  • Disney and OpenAI, Totems in an AI World, Google Versus the World

    Monday, December 15, 2025

    Listen to Podcast

    Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.


  • An Interview with Ryan Jones About Flighty and Building Apps in 2025

    Thursday, December 11, 2025

    Listen to Podcast

    An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.


  • Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision

    Wednesday, December 10, 2025

    Listen to Podcast

    The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.


  • 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.


  • An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI

    Thursday, December 4, 2025

    Listen to Podcast

    An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI.


←Newer Posts 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.

View All
All Articles

Explore all free articles on Stratechery.

View All
All Content

Explore all posts on Stratechery.

View All

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

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.