Google Earnings, Meta Earnings
6:00am By Ben Thompson via RSSWall Street loved Google's earnings, and hated Meta's, even though the latter's core business was…2026.18: Long-term, Peripheral & Myopic Visions
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future…Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Thu 6:00am By Ben Thompson via RSSAmazon's earnings suggest that the shift away from training towards inference and agents means…Intel Earnings, Intel’s Differentiation?, Whither Terafab
Wed 6:00am By Ben Thompson via RSSIntel's earnings were very impressive, but the chief driver was a structural shift in demand for…An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
Tue 1:00pm By Ben Thompson via RSSAn interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus…AI Hardware, Meta Display, Redefining VR and AR
Apr 27, 2026, 6:00 am By Ben Thompson via RSSI finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.2026.17: He Came, He Saw, He Cooked
Apr 24, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook…An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
Apr 23, 2026, 6:00 am By Ben Thompson via RSSAn interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent…John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
Apr 22, 2026, 6:00 am By Ben Thompson via RSSThe elevation of John Ternus suggests that Apple's future is about hardware differentiation; then,…Tim Cook’s Impeccable Timing
Apr 21, 2026, 6:00 am By Ben Thompson via RSS
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and…
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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