Stratechery

Spring Break
Mon 6:00am By Ben Thompson via RSS
Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I…

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2026.12: Please Listen to My Podcast
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of March 16, 2026, including everything not written,…

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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
Mar 18, 2026, 6:00 am By Ben Thompson via RSS
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple…

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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
Mar 17, 2026, 6:00 am By Ben Thompson via RSS
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and…

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Agents Over Bubbles
Mar 16, 2026, 6:00 am By Ben Thompson via RSS
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work…

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2026.11: Winners, Losers, and the Unknown
Mar 13, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team…

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An Interview with Robert Fishman About the Current State of Hollywood
Mar 12, 2026, 6:00 am By Ben Thompson via RSS
An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including…

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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Mar 11, 2026, 6:00 am By Ben Thompson via RSS
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but…

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Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Mar 10, 2026, 6:00 am By Ben Thompson via RSS
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of…

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MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
Mar 9, 2026, 6:00 am By Ben Thompson via RSS
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple…

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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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Featured

EU broadcasters want Apple TV and Siri regulated as gatekeepers under DMA

Kwikset Smart Locks Can Now Be Controlled Through Apple CarPlay

DarkSword exploit, which affects outdated versions of iOS, leaks on GitHub

Apple TV’s ‘For All Mankind’ sees streaming surge ahead of season 5

MacHash

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Access MacHash from your desktop or mobile device to explore, follow, and share the most trusted Apple news all in one place.