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  • The E.U. Goes Too Far

    Jul 8, 2024, 2:09 pm By Ben Thompson
    Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.
  • Summer Break: Week of July 1st

    Jul 1, 2024, 6:00 am By Ben Thompson
    Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on…
  • Apple Intelligence is Right On Time

    Jun 10, 2024, 9:55 am By Ben Thompson
    Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
  • AI Integration and Modularization

    May 29, 2024, 12:34 pm By Ben Thompson
    Breaking down the Big Tech AI landscape through the lens of integration and modularization
  • Windows Returns

    May 21, 2024, 5:59 am By Ben Thompson
    Microsoft held its most compelling Windows' event in years, because Windows is no longer the center of the company.
  • The Great Flattening

    May 13, 2024, 6:26 am By Ben Thompson
    Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.
  • Meta and Reasonable Doubt

    Apr 29, 2024, 10:30 am By Ben Thompson
    Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.
  • Meta and Open

    Apr 23, 2024, 11:32 am By Ben Thompson
    Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation.
  • MKBHDs For Everything

    Apr 16, 2024, 11:25 am By Ben Thompson
    Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
  • Gemini 1.5 and Google’s Nature

    Apr 10, 2024, 11:15 am By Ben Thompson
    Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.