Stratechery

Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
6:00am By Ben Thompson via RSS
Anthropic's enterprise business is reaching escape velocity, which increases the importance of…

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Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Tue 6:00am By Ben Thompson via RSS
Why government is not the primary customer for tech companies, and is Netflix relieved that they…

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Anthropic and Alignment
Mon 6:00am By Ben Thompson via RSS
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate,…

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2026.09: This Was an Xbox
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of February 23, 2026, including owning the living room…

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An Interview with Bill Gurley About Runnin’ Down a Dream
Thu 6:00am By Ben Thompson via RSS
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you…

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Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Feb 25, 2026, 6:00 am By Ben Thompson via RSS
Xbox has a new head, who isn't a gamer; I suspect Microsoft is doing what it should have done a…

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Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Feb 24, 2026, 6:00 am By Ben Thompson via RSS
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for…

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2026.08: Losing in the Attention Economy
Feb 20, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of February 16, 2026, including asking what happened to…

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An Interview with Matthew Ball About Gaming and the Fight for Attention
Feb 19, 2026, 6:00 am By Ben Thompson via RSS
An interview with Matthew Ball about the state of the video gaming industry in 2026, and why…

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Shopify Earnings, Shopify’s AI Advantages
Feb 18, 2026, 6:00 am By Ben Thompson via RSS
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually…

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Stratechery is a subscription-based technology and business analysis site founded by Ben Thompson, known for its in-depth essays on the strategy behind major tech companies. Frequently covering Apple, Stratechery examines the company’s business model, ecosystem, product strategy, and role in the broader tech industry. With thoughtful analysis of Apple’s competitive advantages and challenges, it provides readers with a deeper understanding of how the company shapes and is shaped by the global technology landscape.

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