An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
6:00am By Ben Thompson via RSSAn interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he…AWS re:Invent, Agents for AWS, Nova Forge
Wed 6:00am By Ben Thompson via RSSAWS re:Invent sought to present AI solutions in the spirit of AWS' original impact on startups; the…OpenAI Code Red, AWS and Google Cloud Networking
Tue 6:00am By Ben Thompson via RSSOpenAI is declaring code red and doubling down on ChatGPT, highlighting the company's bear case.…Google, Nvidia, and OpenAI
Mon 10:03am By Ben Thompson via RSS
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an…Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
Nov 25, 2025, 6:00 am By Ben Thompson via RSS
Anthropic's Opus 4.5 appears to be a big breakthrough that slots into Anthropic's enterprise…Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
Nov 24, 2025, 6:00 am By Ben Thompson via RSSNvidia earnings are the wrong place to look for evidence of an AI bubble; the company's margins…2025.47: Gemini! At The Disco
Nov 21, 2025, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini,…An Interview with Eric Seufert About Advertising and AI
Nov 20, 2025, 6:00 am By Ben Thompson via RSSAn interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and…Gemini 3, Winners and Losers, Integration and the Enterprise
Nov 19, 2025, 6:00 am By Ben Thompson via RSS
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI…Robotaxis and Suburbia
Nov 18, 2025, 6:00 am By Ben Thompson via RSS
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber)…
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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