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  • Stratechery Plus Adds Greatest Of All Talk

    Fri 12:27pm By Ben Thompson
    Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.
  • Netflix’s New Chapter

    Jan 23, 2023, 9:54 am By Ben Thompson
    Netflix waited out Blockbuster with better economics, and it's seeking to do the same with its competitors today; the key to the company's differentiation, though, is increasingly creativity, not execution.
  • AI and the Big Five

    Jan 9, 2023, 7:46 am By Ben Thompson
    Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
  • Holiday Break: December 26th to January 5th

    Dec 22, 2022, 10:30 pm By Ben Thompson
    Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update will be on Monday, January 9. In addition, the next episode of Sharp Tech will be on Monday, January 9, and the next episode of Dithering will be on Tuesday,…
  • The 2022 Stratechery Year in Review

    Dec 20, 2022, 8:51 am By Ben Thompson
    The most popular and most important posts on Stratechery in 2022.
  • Consoles and Competition

    Dec 12, 2022, 12:39 pm By Ben Thompson
    Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
  • AI Homework

    Dec 5, 2022, 9:33 am By Ben Thompson
    The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
  • Narratives

    Nov 14, 2022, 9:36 am By Ben Thompson
    What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
  • Stratechery Plus Adds Sharp China with Sinocism’s Bill Bishop

    Nov 4, 2022, 8:00 am By Ben Thompson
    Stratechery Plus is expanding to include Sharp China with Sinocism's Bill Bishop
  • Meta Myths

    12:04pm By Ben Thompson
    Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.