Ben Thompson
@benthompson
Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
So, I've launched a new podcast with @andrewsharp:
7-24-2025 ($) •Google Earnings •Google Flips the Switch on Cloud •Search Notes stratechery.com/2025/google-ea…
I think this, on a topic I have thought a lot about, is excellent.
The joke dies when the mission comes first houseofstrauss.com/p/the-self-imp…
7-22-2025 ($) •Netflix Earnings •Apple and F1 stratechery.com/2025/netflix-e…
Content and Community The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities. stratechery.com/2025/content-a…
2025.29: What It Takes to Change the Web The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers. stratechery.com/2025/what-it-t…
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy This episode is free for everyone. sharptech.fm/member/episode…
ChatGPT gets a computer stratechery.com/2023/chatgpt-l…
Today we launched a new product called ChatGPT Agent. Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that…
7-16-2025 ($) •Cloudflare's Content Independence Day •Google's Advantage •Monetizing AI stratechery.com/2025/cloudflar…
7-14-2025 ($) •Google and Windsurf •Stinky Deals •Chesterton's Fence and the Silicon Valley Ecosystem stratechery.com/2025/google-an…
Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of Xi Rumors This episode is free for everyone sharpchina.fm/member/episode…
Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related Matters sharptech.fm/member/episode…
Morning. Here are our guest call-ins today: – @davidmarcus (Lightspark) – @benthompson (Stratechery) – @scottbelsky (A24) – @natolambert (Ai2) – @richardsocher (AIX ventures) – Naeem Talukdar (Moonvalley) See you all on the stream.
TBPN | Wednesday, July 9th x.com/i/broadcasts/1…
7-9-2025 ($) •Apple + Anthropic? •Apple's Fall •Apple's Options stratechery.com/2025/apple-ant…
Tech Philosophy and AI Opportunity Positioning AI contenders — and losers — by their tech philosophy and business potential. stratechery.com/2025/tech-phil…
7-7-2025 ($) •Training AI is Not Fair Use? •LLMs and Scale •Pushing on a String stratechery.com/2025/training-…
27 minutes of commercials and previews ending with the phrase “AMC magic we make movies better” is pretty incredible!
I try not to let personal experiences color my analysis, so I guess I better not write about Charter for a while 🤬
2025.26: Two Years Into a New Era for Big Tech The best Stratechery content from the week of June 23, 2025, including AI and the Big Five, a compelling ruling on LLMs and the Fair Use Doctrine, and NBA salaries in tech (and the actual NBA). stratechery.com/2025/two-years…
6-26-2025 ($) An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons stratechery.com/2025/an-interv…
6-24-2025 ($) •Talent Wars •NBA Money •AI Money stratechery.com/2025/talent-wa…