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By Ben Thompson
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Latest Podcast

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
Sharp China | Mar 25
(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News

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Updates

Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems

Wednesday, March 25, 2026
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

Wednesday, March 18, 2026
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

Tuesday, March 17, 2026

Stratechery Plus

Podcasts

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
Sharp China | Mar 25
(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
John Ternus and Responsible Individuals
Dithering | Mar 24
John Ternus and Responsible Individuals
The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant
Greatest Of All Talk | Mar 23
The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

Stratechery Plus

Interviews

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

Tuesday, March 17, 2026
An Interview with Robert Fishman About the Current State of Hollywood

Thursday, March 12, 2026
An Interview with Gregory Allen About Anthropic and the U.S. Government

Thursday, March 5, 2026

Articles

What the NBA Could Be Getting from College Basketball
Friday, March 20, 2026
Loud and Clear
Friday, March 13, 2026
The End of the World As We Know It
Friday, March 6, 2026

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

All Articles

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All Content

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Stratechery Plus

UpdateS

Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems

Wednesday, March 25, 2026
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

Wednesday, March 18, 2026
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

Tuesday, March 17, 2026

Stratechery Plus

Podcasts

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
Sharpchina | Mar 25
(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
John Ternus and Responsible Individuals
Dithering | Mar 24
John Ternus and Responsible Individuals
The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant
Greatest Of All Talk | Mar 23
The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

Stratechery Plus

Interviews

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

Tuesday, March 17, 2026
An Interview with Robert Fishman About the Current State of Hollywood

Thursday, March 12, 2026
An Interview with Gregory Allen About Anthropic and the U.S. Government

Thursday, March 5, 2026

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