Stratechery

An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
Thu 6:00am By Ben Thompson via RSS
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros.…

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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
Wed 6:00am By Ben Thompson via RSS
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that's why…

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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
Tue 6:00am By Ben Thompson via RSS
OpenAI finally announced that ads are coming to ChatGPT. It's an important step, but one with far…

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2026.03: Technology Doings
Jan 16, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of January 12, 2026, including what technology did for…

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An Interview with United CEO Scott Kirby About Tech Transformation
Jan 15, 2026, 6:00 am By Ben Thompson via RSS
An interview with United CEO Scott Kirby about how rebuilding United's technical infrastructure…

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Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
Jan 14, 2026, 6:00 am By Ben Thompson via RSS
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure;…

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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
Jan 13, 2026, 6:00 am By Ben Thompson via RSS
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then…

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Apple: You (Still) Don’t Understand the Vision Pro
Jan 12, 2026, 6:00 am By Ben Thompson via RSS
The first live sporting event was broadcast in the Vision Pro, and it's a big disappointment. The…

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2026.02: AI Power, Now and In 100 Years
Jan 9, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of January 5, 2026, including whether AI will replace…

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An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI
Jan 8, 2026, 6:00 am By Ben Thompson via RSS
An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are…

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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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