An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
8:00am By Ben Thompson via RSSAn interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of…Spotify Earnings, Individualized Networks, AI and Aggregation
Wed 6:00am By Ben Thompson via RSSSpotify's nature as a content network means that AI is a sustaining technology, particularly…Amazon Earnings, CapEx Concerns, Commodity AI
Tue 6:00am By Ben Thompson via RSS
Amazon's massive CapEx increase makes me much more nervous than Google's, but it is understandable.Google Earnings, Google Cloud Crushes, Search Advertising and LLMs
Mon 6:00am By Ben Thompson via RSS
Google announced a massive increase in CapEx that blew away expectations; the companies earnings…2026.06: SaaSmageddon and the Super Bowl
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of February 2, 2025, including the future of software,…An Interview with Benedict Evans About AI and Software
Feb 5, 2026, 6:00 am By Ben Thompson via RSSAn interview with Benedict Evans about the crisis facing software, the future of the corporation,…Apple Earnings, Supply Chain Speculation, China and Industrial Design
Feb 4, 2026, 6:00 am By Ben Thompson via RSS
Apple's earnings could have been higher but the company couldn't get enough chips; then, once again…Microsoft and Software Survival
Feb 3, 2026, 6:00 am By Ben Thompson via RSS
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones:…Personal Day — Sick
Feb 2, 2026, 6:00 am By Ben Thompson via RSSPersonal Day — Sick2026.05: The Chip Fly in the AI Ointment
Jan 30, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of January 26, 2026, including tech's looming chip…
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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