Related Links
72YouTube 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.
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince on Moderation in Infrastructure
This Stratechery article presents interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince regarding content moderation in infrastructure.
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.
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.
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.
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.
Stratechery
The article provides a title, "Stratechery", and includes the word "Passport" in its content.
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.
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.
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.
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.
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.
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.
An Interview with Gregory Allen About Anthropic and the U.S. Government
Ben Thompson interviews Gregory Allen from the American Enterprise Institute (AEI) about Anthropic's relationship with the U.S. government. The conversation covers the government's interest in AI safety, the potential for regulation, and the strategic implications of AI development for national security.
Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Ben Thompson posits in a hypothetical scenario that Paramount would outbid Netflix for Warner Bros. due to the need for technological scale and government control in the media landscape, and that a merger between Paramount and WBD (Warner Bros Discovery) would benefit shareholders.
@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.
Stratechery
The provided URL is for an OAuth authorization endpoint for Stratechery's Passport service. The parameters define the client ID, redirect URI, response type, and scopes related to user authentication and authorization for accessing Stratechery's content and services.
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.
Stratechery Is Being Updated
Stratechery is undergoing updates. The website will be back soon.
Thin Is In
Ben Thompson explores the phenomenon of "thinness" as a cultural and technological trend, from fashion and Ozempic to lightweight software and AI models. He argues that societal values are increasingly favoring efficiency, minimalism, and a rejection of bloat in both physical and digital realms.
An Interview with Matthew Ball About Gaming and the Fight for Attention
Ben Thompson interviews Matthew Ball about the gaming industry and the broader competition for consumer attention. Ball emphasizes gaming's potential beyond entertainment, its convergence with other media, and the unique challenges and opportunities it presents for businesses.
The KD Files
KDFiles.com provides a curated list of links to long-form articles across various topics. It functions as a case file tracker organizing stories from publications like The New York Times, The Atlantic, and Stratechery.
Fragments: February 13
This collection of links covers a diverse range of topics including: AI development with Anthropic's Claude Code, strategic analyses from Stratechery, and insights on digital culture and consumer trends from various sources like Boardroom and Open Culture. It also references items about the Super Bowl and sports media personalities.
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.
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.
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.
Twitter Acquires MoPub
Ben Thompson analyzes Twitter's acquisition of MoPub in 2013. The acquisition was valued at approximately $350 million, marking a significant move by Twitter into the mobile advertising space.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Ben Thompson of Stratechery discusses the impact of AI on advertising, the potential challenges to the SaaS business model, and the evolving media landscape. He analyzes the shift in power dynamics created by AI and its potential to reshape how content is created, distributed, and monetized.
An Interview with Benedict Evans About AI and Software
Ben Thompson interviews Benedict Evans about the future of software in the age of AI. Evans posits that AI will be a new platform for software development, but not necessarily a replacement for traditional software.
Microsoft and Software Survival
Ben Thompson discusses Microsoft's position in the tech industry, arguing that its focus on software and platforms, rather than consumer hardware, is the key to its survival. He contrasts Microsoft's approach to that of Apple and argues for the importance of distribution and platform control in a world increasingly dominated by AI.
Read, Play, Love
Today in Tabs discusses various topics, including Apple's Vision Pro, a debate on the use of AI models between Ben Thompson and Stratechery, and updates in the sports world featuring Shohei Ohtani and Carlos Alcaraz. It also touches on lighter subjects such as the Pantone color of the year and Laila Gohar's culinary creations.
The End of the Beginning
Ben Thompson reflects on the evolution of technology and how the focus has shifted from infrastructure to services and aggregation. He argues we are at the end of the beginning of the internet era, with new challenges around regulation, business models, and user experiences emerging.
Stratechery
The provided URL is an OAuth authorization endpoint for Stratechery, utilizing Passport for authentication. It details various scopes being requested, including read/write access to member, subscription, article, and user data, along with session management and entitlements.
Stratechery
This URL represents an OAuth 2.0 authorization request for Stratechery, utilizing Passport for authentication. The request includes parameters such as client ID, redirect URI, response type, scope of access, and state, facilitating secure access to Stratechery's resources.
Stratechery
The provided URL is an OAuth authorization endpoint for Stratechery's Passport system. It requests user authorization to access various data scopes, including reading and writing member, subscription, article, and user data, as well as accessing email, SMS, and podcast information.