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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
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Latest Podcast

  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
Topics

EU

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026

    Listen to Podcast

    An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.


  • Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany

    Wednesday, August 19, 2026

    Listen to Podcast

    Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.


  • Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems

    Wednesday, August 12, 2026

    Listen to Podcast

    Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.


  • Apple Price Increases, Apple Intelligence and the E.U.

    Monday, June 22, 2026

    Listen to Podcast

    Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.


  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026

    Listen to Podcast

    An interview with Ben Bajarin about WWDC and the status of the AI compute industry.


  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026

    Listen to Podcast

    An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.


  • An Interview with Booking CEO Glenn Fogel About Travel and Aggregation

    Thursday, September 25, 2025

    Listen to Podcast

    An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.


  • An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

    Thursday, April 24, 2025

    Listen to Podcast

    An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.


  • An Interview with Benedict Evans About AI Unknowns

    Thursday, February 27, 2025

    Listen to Podcast

    An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.


  • An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery

    Thursday, February 20, 2025

    Listen to Podcast

    An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.


Older Posts→

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Updates

  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
  • The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

    Tuesday, November 10, 2026
  • Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

    Monday, November 9, 2026
View All

Stratechery Plus

Podcasts

  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
  • The Jensen Huang Affair

    Dithering | Nov 10
    The Jensen Huang Affair
  • The MacBook Pro (with touch)

    Dithering | Nov 6
    The MacBook Pro (with touch)

Stratechery Plus

Interviews

  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
View All

Sharp Text

Articles

  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 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

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Stratechery Plus

UpdateS

  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
  • The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

    Tuesday, November 10, 2026
  • Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

    Monday, November 9, 2026
View All

Stratechery Plus

Podcasts

  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
  • The Jensen Huang Affair

    Dithering | Nov 10
    The Jensen Huang Affair
  • The MacBook Pro (with touch)

    Dithering | Nov 6
    The MacBook Pro (with touch)

Stratechery Plus

Interviews

  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
View All

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