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  • Nvidia In the Valley

    Mon 9:15am By Ben Thompson
    Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
  • Sharp Tech and Stratechery Plus

    Sep 20, 2022, 7:52 am By Ben Thompson
    Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and…
  • The AI Unbundling

    Sep 12, 2022, 9:35 am By Ben Thompson
    AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
  • The Services iPhone

    Sep 8, 2022, 7:36 am By Ben Thompson
    Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
  • Rights, Laws, and Google

    Aug 29, 2022, 9:45 am By Ben Thompson
    Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.
  • Instagram, TikTok, and the Three Trends

    Aug 16, 2022, 9:24 am By Ben Thompson
    Trends in medium, AI, and user interaction underpin Instagram's response to TikTok, and will determine Meta's long-term moat.
  • Political Chips

    Aug 3, 2022, 10:24 am By Ben Thompson
    Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology's end state: politics will play an important role.
  • Big Ten Blame

    Jul 12, 2022, 1:22 pm By Ben Thompson
    The Big Ten's recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
  • Spotify, Netflix, and Aggregation

    Jun 27, 2022, 11:37 am By Ben Thompson
    The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
  • Data and Definitions

    Jun 21, 2022, 11:31 am By Ben Thompson
    Explaining exactly why Apple's approach to ATT is anti-competitive