Stratechery

2025.50: Netflix and a Hollywood Chill
Fri 1:00pm 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
Thu 6:00am 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
Wed 6:00am 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.
Tue 6:00am 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
Mon 6:00am 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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2025.49: Conflicts, Consternation, and Code Red
Dec 5, 2025, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of December 1, 2025, including what the Times missed in…

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An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
Dec 4, 2025, 6:00 am By Ben Thompson via RSS
An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he…

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AWS re:Invent, Agents for AWS, Nova Forge
Dec 3, 2025, 6:00 am By Ben Thompson via RSS
AWS re:Invent sought to present AI solutions in the spirit of AWS' original impact on startups; the…

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OpenAI Code Red, AWS and Google Cloud Networking
Dec 2, 2025, 6:00 am By Ben Thompson via RSS
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company's bear case.…

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Google, Nvidia, and OpenAI
Dec 1, 2025, 10:03 am By Ben Thompson via RSS
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an…

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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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MacHash

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