Stratechery by Ben Thompson
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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

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
Companies

Visa

  • An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust

    Thursday, May 29, 2025

    Listen to Podcast

    An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.


  • More on Visa-Plaid, European Commission v. Amazon, Spotify Updates

    Tuesday, November 10, 2020

    Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.


  • Justice Department Sues to Block Visa Plaid Acquisition, Plaid’s Potential, Scalability and Antitrust

    Monday, November 9, 2020

    The Justice Department gets it right again with another lawsuit, this time against Visa’s acquisition of Plaid.


  • Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences

    Wednesday, January 15, 2020

    More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.


  • Visa, Plaid, Networks, and Jobs

    Tuesday, January 14, 2020

    The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.


Stratechery Plus

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
View All

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
View All

Sharp Text

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
View All

More by Ben Thompson

Year in Review

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

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All Articles

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

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
View All

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
View All

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