Stratechery

Mythos, Muse, and the Opportunity Cost of Compute
Mon 6:00am By Ben Thompson via RSS
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling…

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2026.15: Myth and Mythos
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York…

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An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
Thu 6:00am By Ben Thompson via RSS
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat…

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Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
Wed 6:00am By Ben Thompson via RSS
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to…

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Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Apr 7, 2026, 6:00 am By Ben Thompson via RSS
Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for…

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OpenAI Buys TBPN, Tech and the Token Tsunami
Apr 6, 2026, 6:00 am By Ben Thompson via RSS
OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is…

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2026.14: Apple, Acceleration, and AI
Apr 3, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off…

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An Interview with Asymco’s Horace Dediu About Apple at 50
Apr 2, 2026, 6:00 am By Ben Thompson via RSS
An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the…

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Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
Apr 1, 2026, 6:00 am By Ben Thompson via RSS
AI is going to be bad for security in the short-term, but much better than humans in the long-term.

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Apple’s 50 Years of Integration
Mar 31, 2026, 6:00 am By Ben Thompson via RSS
Apple has survived 50 years by being the only company integrating hardware and software; if the…

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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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