Fable 5.1, Enterprise Frontier Safeguards
Wed 6:00am By Ben Thompson via RSSFable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely…Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
Tue 6:00am By Ben Thompson via RSSNvidia's earnings were remarking and boring — two sides of the same coin. Everything the company…Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
Mon 6:00am By Ben Thompson via RSS
Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to…2026.35: Internet Hype and Real World Change
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of August 24, 2026 including the breaker's advantage,…Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Aug 26, 2026, 6:00 am By Ben Thompson via RSS
Apple and OpenAI have two completely different hardware announcements; both represent pressure on…Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Aug 25, 2026, 6:00 am By Ben Thompson via RSSNetflix is considering selling other streaming services, and I think it's a good idea; it's also a…Autonomy and Innovation
Aug 24, 2026, 6:00 am By Ben Thompson via RSSIncentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will…2026.34: App Snore
Aug 21, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of August 17, 2026, including Apple making compromises…Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
Aug 19, 2026, 6:00 am By Ben Thompson via RSSApple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with…Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
Aug 18, 2026, 6:00 am By Ben Thompson via RSSNvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze;…
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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