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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

  • Google and Meta Earnings

    Dithering | May 5
    Google and Meta Earnings
Topics

UK

  • 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.


  • The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued

    Monday, February 24, 2025

    Listen to Podcast

    The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence


  • The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid

    Tuesday, February 11, 2025

    Listen to Podcast

    The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.


Stratechery Plus

Updates

  • Google Earnings, Meta Earnings

    Monday, May 4, 2026
  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
View All

Stratechery Plus

Podcasts

  • Google and Meta Earnings

    Dithering | May 5
    Google and Meta Earnings
  • The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

    Greatest Of All Talk | May 4
    The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round
  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Sharp Text

Articles

  • Beijing Is Not Playing the Long Game
    Friday, May 1, 2026
  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
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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

  • Google Earnings, Meta Earnings

    Monday, May 4, 2026
  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
View All

Stratechery Plus

Podcasts

  • Google and Meta Earnings

    Dithering | May 5
    Google and Meta Earnings
  • The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

    Greatest Of All Talk | May 4
    The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round
  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

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