2026.21: The Data Center Veto
Fri 1:12pm By Ben Thompson via RSS
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent…An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
Thu 6:00am By Ben Thompson via RSSAn interview with Parallel founder Parag Agarwal about valuing content and incentivizing its…Google I/O, World Models, I/O Spaghetti
Wed 6:00am By Ben Thompson via RSSGoogle I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with…Data Center Discontent, Understanding the Opposition, Fixing the Problem
May 18, 2026, 6:00 am By Ben Thompson via RSS
There are understandable reasons for people to oppose data centers; the only solution that will…2026.20: Shifting Alliances in a Changing World
May 15, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon…An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
May 14, 2026, 6:00 am By Ben Thompson via RSSAn interview with me about the implications of the compute shortage on Aggregation Theory, consumer…The Deployment Company, Back to the 70s, Apple and Intel
May 13, 2026, 6:00 am By Ben Thompson via RSS
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the…SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
May 12, 2026, 6:00 am By Ben Thompson via RSSThe Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other…The Inference Shift
May 11, 2026, 6:00 am By Ben Thompson via RSS
Agentic inference is going to be different than the inference we use today, and it will change…2026.19: Earning & Spending
May 8, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of May 4, 2026, including what we learned from Big…
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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