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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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2026.37: Duo Threats
September 11th, 2026•stratechery.com
The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
September 10th, 2026•stratechery.com
OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
September 9th, 2026•stratechery.com
Write Things Down
September 8th, 2026•stratechery.com
2026.36: Friction and Feedback
September 4th, 2026•stratechery.com
An Interview with OpenAI President Greg Brockman About Astra and Alignment
September 4th, 2026•stratechery.com
Fable 5.1, Enterprise Frontier Safeguards
September 2nd, 2026•stratechery.com
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
September 1st, 2026•stratechery.com
Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
August 31st, 2026•stratechery.com
2026.35: Internet Hype and Real World Change
August 28th, 2026•stratechery.com
Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
August 26th, 2026•stratechery.com
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
August 25th, 2026•stratechery.com
Autonomy and Innovation
August 24th, 2026•stratechery.com
2026.34: App Snore
August 21st, 2026•stratechery.com
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
August 19th, 2026•stratechery.com
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
August 18th, 2026•stratechery.com
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
August 17th, 2026•stratechery.com
2026.33: The CapEx Train Keeps Rolling
August 14th, 2026•stratechery.com
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
August 12th, 2026•stratechery.com
Nvidia’s Risky Business
August 11th, 2026•stratechery.com