Stratechery (Ben Thompson)
Stratechery is a blog by Ben Thompson that covers the strategy and business of technology. Recent articles analyze AI policy, satellite technology, and the venture capital market.
Profile generated by AI for Anything
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
6d
The original title is about OpenAI repositioning Codex as the new ChatGPT, moving toward a super app model and away from chat interface.
7d
The AI race is increasingly defined by the battle for verifiable data
12d
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
13d
2026.26: Summer Vibes
25d
An Interview with Figma CEO Dylan Field About Design and AI
26d
Apple Price Increases, Apple Intelligence and the E.U.
29d
2026.25: The Stuff of Myth(os)
32d
An Interview with Michael Morton About E-Commerce in the Age of AI
33d
The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
34d
Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
35d
Anthropic’s Safety Superpower
36d
2026.24: Hey Siri, Tell Me a Fable
39d
An Interview with Ben Bajarin About Apple, AI, and Compute
40d
Fable 5, Anthropic Alignment, AI Tiers
41d
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
43d
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
47d
Why Microsoft's Device Vision Outpaces Nvidia's AI PC Strategy
48d
The Inference Shift
71d
An Interview with Joanna Stern About Living With AI
75d
Microsoft Earnings, Apple Earnings
76d
Amazon’s Durability
77d
Google earnings meta earnings
78d
2026.18: Long-term, Peripheral & Myopic Visions
81d