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Stratechery by Ben Thompson | any-feeds.com
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
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2026.34: App Snore
August 21st, 2026
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stratechery.com
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
August 19th, 2026
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stratechery.com
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
August 18th, 2026
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stratechery.com
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
August 17th, 2026
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stratechery.com
2026.33: The CapEx Train Keeps Rolling
August 14th, 2026
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stratechery.com
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
August 12th, 2026
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stratechery.com
Nvidia’s Risky Business
August 11th, 2026
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stratechery.com
Apple Earnings, More on Amazon’s Earnings
August 10th, 2026
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stratechery.com
2026.32: Earnings and Learnings
August 7th, 2026
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stratechery.com
Google Earnings, The Frontier Case, Amazon Earnings
August 5th, 2026
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stratechery.com
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
August 4th, 2026
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stratechery.com
Meta Earnings, Meta’s Timing Problems, The Financial Tail
August 3rd, 2026
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stratechery.com
2026.30: The Copium Wars
July 24th, 2026
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stratechery.com
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
July 22nd, 2026
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stratechery.com
