By Ben Thompson
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By Ben Thompson
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More by Ben Thompson

Latest Podcast

(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones
Sharp China | Jan 15
(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones

CoreWeave

An Interview with Ben Bajarin About AI Infrastructure

Thursday, October 2, 2025

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An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.

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Updates

An Interview with United CEO Scott Kirby About Tech Transformation

Thursday, January 15, 2026
Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice

Wednesday, January 14, 2026
Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol

Tuesday, January 13, 2026

Stratechery Plus

Podcasts

(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones
Sharp China | Jan 15
(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones
Vision Pro Frustration
Dithering | Jan 13
Vision Pro Frustration
Rockets and Nuggets Stock Going Opposite Directions, The Wolves are Alive and Well, Buzz on Ja, AD, and MPJ
Greatest Of All Talk | Jan 12
Rockets and Nuggets Stock Going Opposite Directions, The Wolves are Alive and Well, Buzz on Ja, AD, and MPJ

Stratechery Plus

Interviews

An Interview with United CEO Scott Kirby About Tech Transformation

Thursday, January 15, 2026
An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

Thursday, January 8, 2026
An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

Tuesday, December 16, 2025

Articles

Five Questions About Victor Wembanyama
Friday, December 19, 2025
Netflix and the Flattening of Everything
Friday, December 12, 2025
The Forest the New York Times Missed Among the David Sacks Trees
Friday, December 5, 2025

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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UpdateS

An Interview with United CEO Scott Kirby About Tech Transformation

Thursday, January 15, 2026
Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice

Wednesday, January 14, 2026
Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol

Tuesday, January 13, 2026

Stratechery Plus

Podcasts

(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones
Sharpchina | Jan 15
(Preview) What’s at Stake for China in Iran; Canada’s PM in Beijing; Notes on Chips, Apps, and Drones
Vision Pro Frustration
Dithering | Jan 13
Vision Pro Frustration
Rockets and Nuggets Stock Going Opposite Directions, The Wolves are Alive and Well, Buzz on Ja, AD, and MPJ
Greatest Of All Talk | Jan 12
Rockets and Nuggets Stock Going Opposite Directions, The Wolves are Alive and Well, Buzz on Ja, AD, and MPJ

Stratechery Plus

Interviews

An Interview with United CEO Scott Kirby About Tech Transformation

Thursday, January 15, 2026
An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

Thursday, January 8, 2026
An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

Tuesday, December 16, 2025

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