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100Enterprise Philosophy and the First Wave of AI
Ben Thompson discusses the integration of AI in enterprise settings, particularly noting a philosophical debate between viewing AI as a tool versus a means to fundamentally alter business operations. He suggests the "first wave" of AI will focus on enhancing existing processes before potentially leading to more transformative changes.
YouTube TV, Wiz, and Why Monopolies Buy Innovation
Ben Thompson analyzes YouTube TV's acquisition of Wiz and discusses why monopolies often buy innovation.
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
Ben Thompson interviews Thomas Kurian, CEO of Google Cloud Platform, about building an enterprise culture within the company.
An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
Ben Thompson interviews Thomas Kurian, CEO of Google Cloud, about Google's enterprise AI strategy, focusing on how Google plans to compete in the enterprise AI market.
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
Ben Thompson's Stratechery analyzes Apple's earnings, the potential for Siri to white-label Gemini, short-term gains, and long-term risks.
American Disruption
Ben Thompson's latest Stratechery piece analyzes Trump's tariffs through a disruption lens. The argument is that rather than trying to kill demand, a better plan would be to leverage it to solve the U.S.'s manufacturing problems.
An Interview with “Apple in China” Author Patrick McGee
Ben Thompson's Stratechery features an interview with Patrick McGee, author of "Apple in China."
Why Doesn’t Apple Enable Sustainable Businesses on the App Store?
Ben Thompson's Stratechery discusses why Apple doesn't enable sustainable businesses on the App Store.
Dithering
This Dithering podcast episode from Ben Thompson and John Gruber discusses the vibe and app quality in a concise 15-minute format.
Dithering
This Dithering podcast episode by Ben Thompson and John Gruber discusses Apple and Frontier Labs.
OpenAI’s Memos, Frontier, Amazon and Anthropic
Ben Thompson discusses OpenAI's memos, Frontier, and competition with Amazon and Anthropic in the AI space.
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
Ben Thompson interviews F1 driver and venture capitalist Nico Rosberg about the drive to win in both Formula 1 and venture capital.
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Ben Thompson analyzes Amazon's purchase of Globalstar, Delta's addition of LEO, and Apple's potential role in this context.
Mythos, Muse, and the Opportunity Cost of Compute
Stratechery by Ben Thompson discusses Mythos, Muse, and the opportunity cost of compute.
Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
Ben Thompson interviews Hugo Barra from Xiaomi about their strategy, target customer, and unexpected success in India.
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
Ben Thompson interviews Atlassian CEO Mike Cannon-Brookes about Atlassian's business and its use of AI.
DeepSeek FAQ
Ben Thompson discusses DeepSeek, a Chinese AI company, highlighting its strengths in coding models like CodeRLM and its benchmark results, which show it competing effectively with other leading LLMs such as Qwen, GLM, and GPT. He also addresses the company's funding and future prospects in the AI landscape.
Defining Aggregators
Ben Thompson's article defines aggregators as entities that directly acquire users, have zero marginal costs for serving those users, and control a demand-driven multi-sided network to achieve non-zero transaction costs and gain bargaining power over suppliers.
Dithering
This episode of Dithering, a podcast by Ben Thompson and John Gruber, focuses on Mythos and Sam Altman, along with the New York Times.
Dithering
This episode of Dithering, a podcast by Ben Thompson and John Gruber, discusses OpenAI's acquisition of TBPN.
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
This Stratechery article by Ben Thompson examines Anthropic's new TPU deal, their computing crunch, and the overall alliance between Anthropic and Google.
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
Ben Thompson interviews Meredith Kopit Levien, the CEO of The New York Times, discussing the company's strategy of investing in human expertise, bundling different products (like games and cooking), and the importance of attracting new subscribers.
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
Ben Thompson analyzes Anthropic's new AI model, discussing its capabilities (Mythos Wolf and Glasswing) and the alignment challenges associated with large language models; he emphasizes the crucial aspect of aligning these models with human values.
The New York Times’ AI Opportunity
Ben Thompson of Stratechery discusses the potential AI opportunities for The New York Times.
Grantland and the (Surprising) Future of Publishing
Ben Thompson reflects on Grantland and the future of publishing.
Interviews
This is a category page of interviews on Stratechery by Ben Thompson.
An Interview With The New York Times Company CEO Meredith Kopit Levien
Ben Thompson interviews Meredith Kopit Levien, CEO of The New York Times Company, discussing the company's strategy around subscriptions, advertising, product development, and its evolving relationship with technology platforms like Apple and Google.
OpenAI Buys TBPN, Tech and the Token Tsunami
Ben Thompson discusses the implications of OpenAI acquiring TBPN and the broader trends of tokenization in technology. He argues that the acquisition signifies OpenAI's increasing focus on content moderation and explores the potential impacts of AI-driven tokenization on various industries.
Apple’s 50 Years of Integration
Ben Thompson's Stratechery discusses Apple's 50 years of integration.
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
Ben Thompson's Stratechery article analyzes the Axios supply chain attack, the leak of Claude Code, and the implications for AI and security.
An Interview with Asymco’s Horace Dediu About Apple at 50
This Stratechery article features an interview with Asymco's Horace Dediu about Apple at 50 years old.
Dithering
This Dithering podcast episode explores whether AI will disrupt Apple, featuring Ben Thompson and John Gruber.
Dithering
This Dithering podcast episode, featuring Ben Thompson and John Gruber, discusses Apple at 50 years old.
Apps, People, and Jobs to Be Done
Ben Thompson's Stratechery article discusses apps, people, and "jobs to be done," likely exploring the relationships between these elements in a business context.
Everything as a Service
This Stratechery article by Ben Thompson explores the concept of "Everything as a Service," probably analyzing its implications for various industries and business models.
[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Ben Thompson analyzes Apple's WWDC announcements, focusing on Apple Intelligence and how Apple is aggregating AI into its ecosystem.
What Clayton Christensen Got Wrong
Ben Thompson's Stratechery article examines a potential misstep by Clayton Christensen, possibly related to disruption theory or its application.
Dithering
This Dithering podcast episode discusses Sora and Mac Pro's current status, providing smart analysis by Ben Thompson and John Gruber in a concise 15-minute format.
Dithering
This Dithering podcast features Ben Thompson and John Gruber discussing John Ternus and responsible individuals within 15 minutes.
An Interview with Arm CEO Rene Haas About Selling Chips
This Stratechery article features an interview with Arm CEO Rene Haas about selling chips, written by Ben Thompson.
Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger’s Three Tenets
Ben Thompson at Stratechery discusses the competition between CISC and RISC architectures, the threats posed by ARM and AMD, and Pat Gelsinger's three tenets for Intel.
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
Ben Thompson analyzes Arm's launch of its own CPU, exploring its motivations, constraints, and the broader systems it operates within.
An Interview with “Father of the iPod” Tony Fadell
Ben Thompson interviews Tony Fadell, the "Father of the iPod", discussing the iPod's development, Apple's culture, and the challenges of innovation. Fadell emphasizes the importance of user experience and navigating the complexities of building groundbreaking products.
An Interview with Arm CEO Rene Haas
Ben Thompson interviews Arm CEO Rene Haas, discussing Arm's business model, competition with RISC-V, and the future of computing.
Dithering
This Dithering podcast episode discusses LLM paradigm changes with Ben Thompson and John Gruber.
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
This Stratechery article discusses Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, and the Hotel California, written by Ben Thompson.
Dithering
This Dithering podcast episode features Ben Thompson and John Gruber discussing Jensen Huang's Jobsian Keynote.
Posting Schedule
This is a simple listing of articles to be posted on Stratechery by Ben Thompson, indicating the topic and date they will be published.
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
Ben Thompson of Stratechery interviews Nvidia CEO Jensen Huang about accelerated computing in March 2026, discussing the company's strategies and vision for the future of computing.
Agents Over Bubbles
Ben Thompson discusses the shift towards AI "agents" and the decreasing relevance of traditional "bubble" type technologies. He argues that AI agents, which can perform tasks and make decisions autonomously, represent a more significant advancement and lasting impact than hype-driven tech trends.
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Ben Thompson's Stratechery article analyzes Nvidia's GTC keynote, focusing on the Nvidia stack and the Omniverse platform. The piece details Nvidia's strategic shift towards a full-stack offering and the potential of Omniverse to revolutionize various industries through real-time 3D simulation and collaboration.
Nvidia’s Integration Dreams
Ben Thompson's Stratechery article "Nvidia's Integration Dreams" analyzes Nvidia's strategy and future potential in the context of its evolving business model. The piece explores how Nvidia's integration of hardware and software, combined with its focus on specific markets, positions the company for continued growth and success.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
Ben Thompson interviews Nvidia CEO Jensen Huang about the company's focus on "manufacturing intelligence." Huang discusses how Nvidia's technology is being used to create digital twins of factories, optimize processes, and improve efficiency in various industries.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
This Stratechery article is an interview with Nvidia CEO Jensen Huang, where he discusses how AI is reaching its "iPhone moment." Huang highlights the democratization of AI, Nvidia's role in enabling this shift, and the future potential of AI across various industries.
An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
Ben Thompson interviews Nvidia CEO Jensen Huang about chip controls, the concept of AI factories, and Nvidia's pragmatic approach to the enterprise market. Huang discusses navigating geopolitical tensions, particularly regarding chip exports to China, and Nvidia's focus on providing comprehensive AI infrastructure solutions.
Microsoft Earnings, CoreAI/MantleAI, Additional Notes
Ben Thompson analyzes Microsoft's recent earnings call, noting the company's bullishness, especially regarding AI. He discusses the nuances of CoreAI/MantleAI, and offers additional observations on various topics.
MKBHDs For Everything
Ben Thompson's Stratechery article posits the idea of applying the MKBHD model—Marques Brownlee's thorough tech reviews—to various domains like food, fashion, travel, and sports. He argues that specialized, in-depth reviews in these areas could provide significant value, especially given the increasing complexity and consumer choice in each sector.
An Interview With Daniel Gross and Nat Friedman about the Democratization of AI
Ben Thompson interviews Daniel Gross and Nat Friedman about the democratization of AI. They discuss making AI more accessible, the need for better tooling, and the potential for AI to impact various fields.
Nat Friedman and Daniel Gross
Stratechery is a blog and podcast run by Ben Thompson focusing on the intersection of business, strategy, and technology. The site features articles mentioning Nat Friedman and Daniel Gross, though it doesn't focus specifically on them.
Dithering
Dithering is a podcast from Ben Thompson and John Gruber that releases two 15-minute episodes per week. The podcast covers tech-related topics.
An Interview with Robert Fishman About the Current State of Hollywood
Ben Thompson interviews Robert Fishman about the state of Hollywood. They discuss the challenges faced by studios and streaming services, including the pressure to create original content and compete with tech companies.
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Ben Thompson analyzes Microsoft's recent moves in AI, including the introduction of "Copilot Cowork," the integration of Anthropic's Claude, and a new bundled subscription offering. He posits that Microsoft is aiming to embed AI deeply within its ecosystem, moving beyond simple chatbots to more integrated and collaborative AI experiences.
Dithering
Ben Thompson and John Gruber discuss Anthropic's relationship with the U.S. government, exploring the implications of AI companies working closely with governmental bodies.
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Ben Thompson's Stratechery discusses Anthropic's potential revenue growth based on implied contracts, debates the role of Microsoft as a potential mediator in contract disputes, and analyzes Nvidia's recent earnings report highlighting its dominant position in AI infrastructure.
Dithering
Dithering is a twice-weekly podcast hosted by Ben Thompson and John Gruber, with each episode lasting exactly 15 minutes. The show aims to provide fun and smart commentary.
@reckless.bsky.social on Bluesky
@reckless.bsky.social on Bluesky links to a Stratechery article by Ben Thompson. The poster alleges that Thompson is "making a full-throated case for fascism" in the linked piece.
Stratechery by Ben Thompson
Stratechery is a blog and newsletter by Ben Thompson focusing on the intersection of business, strategy, and technology. It provides in-depth analysis of the tech industry and its impact.
Dithering
This Dithering podcast episode likely discusses privacy screens and Apple report cards based on the title. Dithering is a podcast by Ben Thompson and John Gruber, delivering two 15-minute episodes each week.
Dithering
Dithering is a podcast by Ben Thompson and John Gruber, delivering two 15-minute episodes per week. The podcast discusses AI's potential impact on Microsoft's Xbox and the video game DOOM, among other topics.
An Interview with Bill Gurley About Runnin’ Down a Dream
Ben Thompson interviews Bill Gurley about his career, investments, and current perspectives on technology and venture capital. Gurley discusses the importance of understanding technological disruptions, the challenges of valuing companies, and his experiences at Benchmark.
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Ben Thompson analyzes Microsoft's recent replacement of the head of Xbox gaming, examining the history of Xbox and questioning its future direction. The piece reflects on Xbox's strategic shifts over time and what the leadership change might signify for its competition with Sony and Nintendo.
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Ben Thompson critiques a viral AI doomer article, arguing it fundamentally misunderstands AI's impact by focusing on displacement rather than enablement. He highlights DoorDash as an example of AI creating advantages by improving efficiency, not just replacing human roles.
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Ben Thompson analyzes Microsoft's recent decision to replace Phil Spencer as head of Xbox with Sarah Bond, exploring the historical context of the Xbox division and speculating on its future direction within Microsoft. The piece highlights the challenges Xbox has faced in defining its identity and strategy within the broader tech landscape.
Dithering
Dithering is a podcast from Ben Thompson and John Gruber. It releases two 15-minute episodes per week.
Dithering
This Dithering podcast episode covers a range of topics including curling, Formula 1, and gambling. The discussion spans the competitive nature of curling, developments within Formula 1, and the ethical and regulatory considerations associated with gambling.
Dithering
The provided URL links to a specific episode, "Back to the Future," on Dithering, a podcast hosted by Ben Thompson and John Gruber. Dithering releases two 15-minute episodes per week.
Dithering
Dithering is a podcast by Ben Thompson and John Gruber. It features two 15-minute episodes per week.
Dithering
Dithering is a podcast hosted by Ben Thompson and John Gruber focusing on tech and related topics. It releases two 15-minute episodes per week.
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
Ben Thompson, founder of Stratechery, is interviewed by John Collison, co-founder of Stripe, on the Cheeky Pint podcast. The discussion spans a variety of topics, ranging from AI and the tech industry to media, current events, and cultural trends.
Amazon Earnings, CapEx Concerns, Commodity AI
Ben Thompson analyzes Amazon's Q1 2024 earnings, highlighting the company's increased capital expenditures, particularly on infrastructure for AWS and AI. He discusses the trend towards commoditization in AI, raising concerns about long-term differentiation and profitability for Amazon and its competitors.
Google Earnings, Google Cloud Crushes, Search Advertising and LLMs
Ben Thompson analyzes Google's recent earnings, highlighting Google Cloud's strong performance while scrutinizing search advertising and Google's progress with LLMs. He delves into the dynamics of the cloud market, the evolution of search advertising, and the challenges and opportunities presented by Large Language Models.
Spotify Earnings, Individualized Networks, AI and Aggregation
Ben Thompson's Stratechery analyzes Spotify's recent earnings and its strategy to leverage individualized networks, AI, and aggregation. The piece posits that Spotify's opportunity lies in transforming music consumption through AI-driven personalized experiences, and potentially disintermediating traditional gatekeepers.
From Products to Platforms
Ben Thompson's Stratechery article analyzes the shift from product-centric to platform-centric business models, using examples like Microsoft and Apple to illustrate the power of platforms in creating sustainable competitive advantages. The piece explores how platforms facilitate interactions between different groups, leading to network effects and long-term value creation.
The Local News Business Model
Ben Thompson analyzes the challenges facing local news business models. He argues that the internet's distribution and aggregation capabilities have fundamentally altered the economics of news, making it difficult for local outlets to compete for advertising revenue and reader attention.
Content and Community
Ben Thompson discusses how the rise of AI is changing the relationship between content and community. He predicts that AI tools will automate content creation, making community and curation more important for platforms and creators to retain users and build moats.
Chips and Geopolitics
This Stratechery article by Ben Thompson analyzes the geopolitical implications of the semiconductor industry, particularly the competition between the United States and China. It discusses how control over chip manufacturing influences national security and global power dynamics.
Daily Update: Bandcamp, Tencent Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement
This "Daily Update" post on Stratechery covers several topics, including Bandcamp's acquisition, Tencent's earnings report, and Twitter's analyst day. It also includes an announcement from Ben Thompson regarding his own work on Stratechery.
Blogging’s Bright Future
Ben Thompson argues that blogging has a bright future due to its authenticity and direct connection with audiences. He suggests that blogging, in its personal and focused nature, contrasts with the often algorithm-driven and fleeting content found on social media platforms.
The Gen AI Bridge to the Future
Ben Thompson's Stratechery article discusses the current state of generative AI, comparing it to past technological shifts like the iPhone and the internet. He posits that Gen AI represents a bridge to the future, requiring significant investment and infrastructure, and that the technology's impact will likely be larger than anticipated.
Aggregation and the New Regulation
Ben Thompson's article discusses how the internet enables aggregation, where platforms control distribution and user relationships, leading to near-zero marginal costs. This aggregation necessitates new forms of regulation because traditional regulations focused on scarcity, which is no longer the case in the digital realm.
The China Cultural Clash
Ben Thompson's Stratechery article analyzes the cultural clash arising from the globalization of technology and business, particularly concerning the differences between Western and Chinese values and perspectives. He uses examples of business decisions and cultural norms to illustrate the challenges and potential conflicts that arise when these two systems interact.
Privacy Fundamentalism
Ben Thompson critiques the concept of "Privacy Fundamentalism," arguing that it's an unrealistic and potentially harmful approach to data privacy that fails to account for the benefits of data collection and targeted advertising. He posits that a more nuanced approach is needed, acknowledging the trade-offs between privacy and utility.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Ben Thompson's Stratechery article from 2020 analyzes TikTok's evolving business strategy, comparing its approach to Quibi's failed model and exploring its potential partnership with Shopify. It discusses the complications and opportunities arising from TikTok's rapid growth and increasing influence in the digital landscape.
Instagram, TikTok, and the Three Trends
Ben Thompson analyzes Instagram and TikTok's competitive dynamics through the lens of three key trends: the end of the Open Internet, the rise of AI, and the increasing importance of taste. Instagram faces challenges due to the shift away from a public, interconnected web and must leverage AI effectively to compete with TikTok's personalized content, while also focusing on taste-making to differentiate itself.
Apple’s China Problem
Ben Thompson's Stratechery article from 2017 analyzes Apple's struggles in the Chinese market. The article highlights the tension between Apple's need to comply with Chinese regulations and its brand image as a champion of freedom and privacy.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
Ben Thompson's Stratechery article from 2020 discusses Xi Jinping's approach to technology regulation in China, contrasting it with Facebook's (Meta's) perceived blind spot regarding its societal impact. The piece revisits the concept of "moats" in business strategy, analyzing how regulatory environments can act as moats.
Facebook and the Feed
Ben Thompson's Stratechery article "Facebook and the Feed" analyzes Facebook's control over content distribution through its News Feed and the implications for publishers. He argues that Facebook's platform power allows it to dictate the terms of content consumption, affecting publishers' reach and revenue.
An Interview with Eric Seufert About Advertising and AI
Ben Thompson interviews Eric Seufert about the future of advertising, focusing on the impact of AI. Seufert argues that AI will initially augment existing advertising strategies, potentially leading to more effective and personalized campaigns, but also raises concerns about AI's ability to replace human creativity and strategic thinking in advertising.
Mobile Makes Facebook Just an App; That’s Great News
In 2013, Ben Thompson argues that Facebook's shift to mobile makes it just another app on users' phones, which is ultimately good for users. This shift provides more leverage for platforms like Apple and Google, and more choice for consumers.
Twitter Has a New CEO; What About a New Business Model?
Ben Thompson's Stratechery article analyzes the recent change in Twitter's CEO and questions whether this leadership change will lead to a new business model for the company. The article suggests that Twitter needs to move beyond its reliance on advertising and explore new revenue streams.