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stratechery.com
61 links, first saved May 7, 2015, latest September 10, 2026.
About the host
- Registered
- November 20, 2012 with Gandi SAS; expires November 20, 2034
- Write Things Down – Stratechery by Ben Thompson
- Apple: You (Still) Don’t Understand the Vision Pro – Stratechery by Ben Thompson
Thompson shares his reaction to the first live broadcast Vision Pro basketball game. He's critical but not of the technology, more of the way it was produced. From my own usage of…
- Content and Community – Stratechery by Ben Thompson
- The Agentic Web and Original Sin – Stratechery by Ben Thompson
Imagine this future… You ask an agent to go perform a bunch of tasks for you. The agent has access to a Bitcoin Lightning account that you've funded with some satoshi The agent…
- An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company – Stratechery by Ben Thompson
Deep interview with Sam Altman from the very astute Ben Thompson. Includes background on Altman and the origin story back to OpenAI and Altman's thoughts on Y Combinator and…
- Apple AI’s Platform Pivot Potential – Stratechery by Ben Thompson
As usual Thompson has a very well thought out assessment of Apple's miss announcing that Apple Intelligence's powerful Siri rebuild is going to be pushed probably a year. He pulls…
- DeepSeek FAQ – Stratechery by Ben Thompson
Good index of info on R1.
- Meta’s AI Abundance – Stratechery by Ben Thompson
I’m not a fan of Meta (Facebook) but Thompson's analysis of the opportunities they have around AI are spot on. This was all a lot of words to explain the various permutations of…
- Boomer Apple – Stratechery by Ben Thompson
Thompson suggesting that Apple has really completed the turn from a hardware company with a blend of software and services, to a services company enabled by a hardware platform.
- Friendly Google and Enemy Remedies – Stratechery by Ben Thompson
- Crashes and Competition – Stratechery by Ben Thompson
- AI Integration and Modularization – Stratechery by Ben Thompson
Interesting observation on the patterns different tech firms are taking with AI.
- Windows Returns – Stratechery by Ben Thompson
Interesting recap of Microsoft's most recent Windows announcements and the new class of "Copilot+ PCs". The end result — assuming that reviewed performance measures up to…
- The Great Flattening – Stratechery by Ben Thompson
Thompson's reflections on the backlash around Apple's Crush ad and putting it more in the context of aggregation over the last decades of tech growth.
- United States v. Apple – Stratechery by Ben Thompson
Thompson providing context and a breakdown of the case the Department of Justice has brought against Apple. Nearly everyone that has asked me about this goes to the App Store and…
- The Apple Vision Pro – Stratechery by Ben Thompson
Thompson with his first full take on the Apple Vision Pro after having it for a while. He highlights the origin, tradeoffs, and the state of the software as it stands. Overall a…
- Intel’s Humbling – Stratechery by Ben Thompson
Intel is making big changes, and I truly hope they are successful in finding their footing again. Gelsinger seems like the right person for the job, but it is going to take…
- The OpenAI Keynote – Stratechery by Ben Thompson
Thompson's take on the OpenAI Keynote is a good read on multiple levels. I shared his feeling of "wonder" in watching the keynote. I usually watch Apple events since I use their…
- Threads and the Social/Communications Map – Stratechery by Ben Thompson
- Apple Vision – Stratechery by Ben Thompson
Ben Thompson's writeup on the Vision Pro is a great read. I appreciate that he hits on the user experience, as well as the technology, and the worries around isolation. Apple…
- Google I/O and the Coming AI Battles – Stratechery by Ben Thompson
Thompson starts with a pretty simple reflection on Google and AI, transitions through a really compelling strategic framing, and ends with a view on Protestantism and Reformation?…
- ChatGPT Gets a Computer – Stratechery by Ben Thompson
This article is filled with delightful examples of how impactful it is for ChatGPT 4 to use the Wolfram Alpha plugin. The examples before and after are stunning. Honestly it makes…
- Thin Platforms – Stratechery by Ben Thompson
Thompson is incredible insightful and this analysis of the Microsoft and Stripe approaches doesn't let us down. It is hard to read this and not also see the huge pendulum swing…
- The Current Thing – Stratechery by Ben Thompson
Interesting dissection of holding opposing ideas in a world with no marginal cost of supporting ideas, and then connecting that to policy or moderation decisions at different…
- The Intel Split – Stratechery by Ben Thompson
Intel is in a tough place right now, and new CEO Pat Gelsinger is making some pretty incredible bets to turn the ship around. I can’t help but want to root for Intel. They are a…
- OpenSea, Web3, and Aggregation Theory – Stratechery by Ben Thompson
- The Great Bifurcation
- The Death and Birth of Technological Revolutions – Stratechery by Ben Thompson
This is a thought provoking piece by Thompson reflecting on Carlota Perez 's book Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages . This…
- Facebook Political Problems – Stratechery by Ben Thompson
I’m a huge fan of Thompson and Stratechery, and this "omnibus" reference article of his is an interesting idea to collect his overall thoughts on Facebook, independent of a single…
- Cloudflare’s Disruption – Stratechery by Ben Thompson
Ben Thompson sharing some brilliant observations on the strategy that Cloudflare is pursuing in the cloud market. Tons of Clay Christensen references here from both Thompson and…
- Passport – Stratechery by Ben Thompson
Cool project from Thompson to power his own businesses, but built completely on open standards. Love how he approached this and how the solution works. It is interesting that…
- Market-Making on the Internet – Stratechery by Ben Thompson
Interesting take from Thompson (as always!) thinking through what Twitter-Scroll could be doing to create a market between users and creators. It is particularly interesting where…
- Moderation in Infrastructure – Stratechery by Ben Thompson
My view on this topic is very similar to Thompson's. I see end-user sites like YouTube, Facebook, Twitter as being completely within their realm to block and amplify whatever they…
- The Roblox Microverse – Stratechery by Ben Thompson
This is a good primer to Roblox which had a wildly successful IPO this week. In short, Roblox isn’t a game at all: it is world in which one of the things you can do is play games,…
- Clubhouse’s Inevitability – Stratechery by Ben Thompson
Thompson frames Clubhouse in the realm of social media in an interesting way. I recently signed up on Clubhouse (@jthingelstad, thanks @hectorguatemala). It is interesting and the…
- Stripe: Platform of Platforms – Stratechery by Ben Thompson
Very interesting read on Stripe's new Treasury offering and what that can enable other platforms to do. I agree with Thompson's suggestion that Stripe is still in the early phases…
- Apple, ARM, and Intel – Stratechery by Ben Thompson
There is a ton of speculation that Apple will announced at WWDC next week that they are switching from Intel CPU's to their own A-series chips. This has been rumored for a long…
- Platforms in an Aggregator World – Stratechery by Ben Thompson
Thompson as lucid as ever on the strategic Interplay of Facebook Shops and Shopify’s new Shop offering.
- Tech and Liberty – Stratechery by Ben Thompson
I like the concepts in this article, and I’m a big fan of Thompson's perspective. I struggle though to the extent that this article applies to Facebook the same logic that would…
- The Internet and the Third Estate – Stratechery by Ben Thompson
Wide ranging reaction to Zuckerberg's framing of Facebook, or generally social media, as the Fifth Estate. An interesting read.
- Google and Ambient Computing – Stratechery by Ben Thompson
This view of Googles offering is intriguing, but the big problem I see is the surveillance-based business model. Google has a business model problem. Yes, per the previous point,…
- The China Cultural Clash – Stratechery by Ben Thompson
Good article discussing the complexities of doing business in China following on the NBA issues started with a single tweet. 🇨🇳
- Beachheads and Obstacles – Stratechery by Ben Thompson
Great writing, as always, from Ben Thompson on Amazon and Facebook's recent product announcements and how they are trying to strategically vie with Apple and Google.
- The iPhone and Apple’s Services Strategy – Stratechery by Ben Thompson
Ben Thompson continues to elucidate on one of the biggest companies in the world, Apple, and it’s very intentional shift to more services revenue. To that end, how long until…
- The WeWork IPO – Stratechery by Ben Thompson
WeWork filed it’s S-1 to go public and it is drawing a lot of attention. There was a lot written about it, but I could only get time to read one of them so I picked Ben…
- Shopify and the Power of Platforms – Stratechery by Ben Thompson
- Facebook, Libra, and the Long Game – Stratechery by Ben Thompson
Ben Thompson with a thorough article about Facebook's Libra and the trade-offs in it's design, as well as where Facebook would win. To put it another way, Libra has the potential…
- Apple’s Audacity – Stratechery by Ben Thompson
Thompson's recap of the WWDC 2019 announcements is insightful. He gave a lot of attention to the new Sign In with Apple capability and the privacy components of it. This is the…
- Uber Questions – Stratechery by Ben Thompson
Another great writeup from Ben Thompson looking at Uber's S-1. However, if I bought individual stocks (I don’t per my ethics policy), I would be out: this S-1 is so devoid of…
- Facebook’s Privacy Cake – Stratechery by Ben Thompson
Mostly I read this as Facebook has surveilled it’s users so much, and continues to spy on them in every way possible, that they can easily forego spying on some part of your…
- The State of Technology at the End of 2018 – Stratechery by Ben Thompson
I like Thompson's take on current affairs. This, then, is the state of technology in 2018: the enterprise market is thriving, and the consumer market is stagnant, dominated by the…
- IBM’s Old Playbook – Stratechery by Ben Thompson
Some great analysis of IBM's position with Red Hat. This is the bet: while in the 1990s the complexity of the Internet made it difficult for businesses to go online, providing an…
- Instagram’s CEO – Stratechery by Ben Thompson
Insightful analysis by Ben Thompson on Instagram's founders departures from Facebook. Or Systrom and Instagram could offload all of those responsibilities to Facebook and continue…
- The iPhone Franchise – Stratechery by Ben Thompson
It’s hard to not share every article that Ben Thompson writes. Some great observations on Apple's iPhone lineup in here.
- Intel and the Danger of Integration — Stratechery by Ben Thompson
Keen observations on the very difficult spot that Intel is in. For the first time ever they are following others in fabrication.
- Open, Closed, and Privacy – Stratechery by Ben Thompson
I do have to agree with this argument. In short, encryption is viable for the public at scale precisely because Apple controls everything: clients on both ends, and the server in…
- Amazon Go and the Future – Stratechery by Ben Thompson
Detailed thoughts on why and where Amazon is going with its recently opened cashier-less Amazon Go store. The background on the financial and strategy tactics of tech companies…
- Facebook’s Motivations – Stratechery by Ben Thompson
I’m very direct with people in my dislike of Facebook specifically for a number of reasons. Most people think I’m crazy and that charging at privacy windmills is just that,…
- Oracle’s Cloudy Future – Stratechery by Ben Thompson
- Snapchat's Ladder
Moreover, the primary means of communication was not text but rather a picture, usually a selfie. Again, this more closely corresponded to how people actually communicate —…
- The AWS IPO - Stratechery by Ben Thompson