Stratechery

Winter Break: December 22nd to January 2nd
Dec 22, 2025, 6:00 am By Ben Thompson via RSS
Stratechery is on holiday from December 22, 2025 to January 2, 2026; the next Stratechery Update…

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The 2025 Stratechery Year in Review
Dec 18, 2025, 6:00 am By Ben Thompson via RSS
The most popular and most important posts on Stratechery in 2025.

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ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule
Dec 17, 2025, 6:00 am By Ben Thompson via RSS
ChatGPT Image 1.5 launched, and while it seems comparable to Gemini's Nano Banana Pro, the product…

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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
Dec 16, 2025, 6:00 am By Ben Thompson via RSS
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and…

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Disney and OpenAI, Totems in an AI World, Google Versus the World
Dec 15, 2025, 6:00 am By Ben Thompson via RSS
Disney made a deal with OpenAI, which both speaks to the durability of Disney's assets and to…

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2025.50: Netflix and a Hollywood Chill
Dec 12, 2025, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of January 8, 2025, including why Netflix wants Warner,…

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An Interview with Ryan Jones About Flighty and Building Apps in 2025
Dec 11, 2025, 6:00 am By Ben Thompson via RSS
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved…

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Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
Dec 10, 2025, 6:00 am By Ben Thompson via RSS
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to…

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An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.
Dec 9, 2025, 6:00 am By Ben Thompson via RSS
An interview with MoffettNathanson's Michael Nathanson about Netflix's acquisition of Warner Bros.…

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Netflix and the Hollywood End Game
Dec 8, 2025, 6:00 am By Ben Thompson via RSS
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and…

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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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