Stratechery by Ben Thompson
23 articles in the Truth Foundry index. Each links out to the original.
- Stratechery Announces Summer Break Starting June 29, 2026 · Ben Thompson suspends Stratechery Weekly Article and Updates for the week of June 29, 2026.
- Stratechery Weekly Roundup Covers Apple EU Ban, Vibe Coding, and Sports · Ben Thompson and Andrew Sharp review Apple's EU restrictions, AI coding trends, and summer mailbag topics.
- Figma CEO Dylan Field Defends AI Strategy Amid Market Crash · Figma CEO Dylan Field argues AI is a tailwind for design, rejecting market fears.
- Apple Raises Prices While Blocking Siri AI in European Union · Apple increases product prices globally but excludes Siri AI features from the European Union due to regulatory constraints.
- Anthropic Faces Export Controls, Fox Acquires Roku, Knicks Win NBA Championship · Anthropic restricted by new AI export controls while Fox buys Roku and the Knicks claim their first title in 53 years.
- Stratechery Interview: Michael Morton on E-Commerce, AI, and Autonomous Vehicles · Michael Morton discusses e-commerce challenges, AI impacts, and autonomous vehicle futures.
- Stratechery Analyzes Anthropic's Fable AI Strategy Amidst Jailbreak Concerns · Ben Thompson argues Anthropic must own the responsibility for Fable's safety failures.
- Anthropic Faced U.S. Export Ban After Fable Model Jailbreak · Anthropic suspended Fable 5 access for foreign users after a U.S. national security directive citing a jailbreak vulnerability.
- Apple Ships Competent Siri AI Amidst WWDC 2026 CEO Departure · Apple delivers functional Siri AI at WWDC 2026, contrasting with previous vaporware claims.
- Stratechery Interview: Ben Bajarin Discusses Apple and AI Compute · Ben Bajarin discusses Apple's AI strategy and the current state of the compute industry.
- Stratechery Weekly: Google Equity Deal, YouTuber Box Office Dominance, and NBA Finals Preview · Ben Thompson analyzes Google's Berkshire Hathaway equity deal, Gen Z YouTubers' Hollywood success, and the NBA Finals.
- Nvidia AI PC Chip and Microsoft's Project Solara Platform · Nvidia launches RTX Spark AI PC chip while Microsoft unveils Project Solara agent platform
- Alphabet Raises $80B Including Berkshire Hathaway Stake to Fund AI Expansion · Alphabet secures $80 billion capital raise with Berkshire Hathaway participation to accelerate artificial intelligence infrastructure.
- YouTube Success Bar Exceeds Hollywood Gatekeeping Standards · Content creators on YouTube face higher success thresholds than traditional Hollywood studios.
- Stratechery Weekly Review Covers Ferrari Luce Backlash, Nvidia Earnings, and China Hukou Reform · Ben Thompson reviews tech news including the Ferrari Luce reception, Nvidia's earnings strategy, and China's social mobility reforms.
- Eric Seufert Discusses Generative AI Models, Meta's Role, and Advertising Optimism · Eric Seufert explains why Meta's foundational models are critical for AI's future and how advertising drives optimism.
- SpaceX IPO Valuation and Starlink Expansion in Aviation · SpaceX seeks $2T valuation for IPO despite losses, while Starlink partners with airlines for in-flight connectivity.
- Stratechery Weekly: Data Center Opposition, Agent Economics, and Google's AI Strategy · Ben Thompson analyzes data center opposition, Parag Agarwal discusses agent web economics, and Google's AI approach is reviewed.
- Google I/O Proliferates AI Amid DeepMind Alignment Questions · Google I/O 2021 showcased widespread AI integration while raising concerns about DeepMind's strategic alignment.
- Data Center Opposition Requires Financial Compensation to Resolve · The only viable solution to data center opposition is paying off the communities that oppose them.
- Stratechery Weekly: Agentic Inference, Anthropic-xAI Deal, and Trump's China Summit · Ben Thompson's weekly newsletter covers agentic AI inference, the Anthropic-xAI partnership, and US-China relations.
- Ben Thompson Discusses Compute Shortage and Aggregation Theory · Ben Thompson analyzes the impact of compute shortages on consumer AI and Aggregation Theory.
- OpenAI Forms New AI Deployment Company; Apple Partners with Intel · OpenAI launches a dedicated deployment firm as major tech labs shift toward top-down AI implementation.