Stratechery (Ben Thompson)
102 articles archived · Visit source ↗ · RSS
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Stratechery (Ben Thompson) community 11h ago
Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
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SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
SpaceX's mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.
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Game Decompilation, Is This Legal?, A Well-Trodden Path
Games are being decompiled, but the real risk to gaming is new games and increased personalization.
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Apple and a Hacker’s Future
I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations.
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2026.40: Dots and Question Marks
The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day.
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One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech's biggest prize.
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An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg
An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent tech figures.
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More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?
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Frontier Overhangs
Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.
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An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
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Salesforce AI Force, Agents as UI, The Race to Headless
Salesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone.
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Pacing the Frontier, AI’s Digital Limits, AI Commissars
Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI.
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2026.37: Duo Threats
The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastrophe.
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OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the potential to be the exact opposite.
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Write Things Down
Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.
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2026.36: Friction and Feedback
The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction.
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Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.
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Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
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2026.33: The CapEx Train Keeps Rolling
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
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Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
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2026.32: Earnings and Learnings
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.
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Google Earnings, The Frontier Case, Amazon Earnings
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
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Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
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Vacation: Week of July 27
Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk  will also return the week of August 3. Sharp China and Asianometry will…
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