Articles and Updates from stratechery.com. For the author, follow @benthompson.
Joined March 2013
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1 Photos and videos
Jun 12
2026.24: Hey Siri, Tell Me a Fable
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry.
stratechery.com/2026/hey-sir…
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Jun 11
6-11-2026 ($)
An Interview with Ben Bajarin About Apple, AI, and Compute
stratechery.com/2026/an-inte…
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Jun 10
6-10-2026 ($)
•Fable 5
•Anthropic Alignment
•AI Tiers
stratechery.com/2026/fable-5…
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Jun 9
The iPhone's Last Stand
Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.
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Jun 8
6-8-2026 ($)
•Google Buys Compute From SpaceX
•Broadcom’s Outlook
•Apple’s AI Politics
stratechery.com/2026/google-…
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Jun 5
2026.23: Power Shifts
The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.
stratechery.com/2026/power-s…
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Jun 4
6-4-2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
stratechery.com/2026/an-inte…
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Jun 3
6-3-2026 ($)
•The Nvidia AI PC
•Project Solara
•Microsoft AI
stratechery.com/2026/the-nvi…
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Jun 2
The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
stratechery.com/2026/the-goo…
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Jun 1
6-1-2026 ($)
•YouTubers Win the Box Office
•Goodbye Gatekeepers
•The YouTube Bar
stratechery.com/2026/youtube…
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May 29
2026.22: Luceing Their Mind
The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.
stratechery.com/2026/luceing…
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May 28
5-28-2026 ($)
An Interview with Eric Seufert About Models and Ads, and AI's Upside for Humanity
stratechery.com/2026/an-inte…
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May 27
The SpaceX IPO and Data Centers in Space
There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
stratechery.com/2026/the-spa…
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May 26
5-26-2026 ($)
•Nvidia Earnings
•The AI Stack
•Nvidia's New Reporting
stratechery.com/2026/nvidia-…
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May 22
2026.21: The Data Center Veto
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
stratechery.com/2026/the-dat…
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May 21
5-21-2026 ($)
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
stratechery.com/2026/an-inte…
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May 20
5-20-2026 ($)
•Google I/O
•World Models
•I/O Spaghetti
stratechery.com/2026/google-…
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May 18
5-18-2026 ($)
•Data Center Discontent
•Understanding the Opposition
•Fixing the Problem
stratechery.com/2026/data-ce…
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May 15
2026.20: Shifting Alliances in a Changing World
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
stratechery.com/2026/shiftin…
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May 14
5-14-2026 ($)
An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
stratechery.com/2026/an-inte…
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