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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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The Lessons and Questions of the iPhone X and the iPhone 8

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Subscriber’s Daily Update

Wednesday, May 31, 2023

Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally

Tuesday, May 30, 2023

Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference

Thursday, May 25, 2023

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Tuesday, May 23, 2023

Meta’s Low E.U. ARPU, The Supreme Court and Section 230

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Subscriber’s Daily Update

Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference