Stratechery by Ben Thompson

40 articles in the TruthFoundry index. Each links out to the original.

• Anthropic Reverses Data Retention; Apple's Immersive Baseball Broadcast Succeeds · Anthropic removes controversial data retention policies while Apple succeeds with immersive live sports broadcasting.
• OpenAI President Greg Brockman Discusses Astra, Alignment, and Competition in Stratechery Interview · In a Stratechery interview, OpenAI President Greg Brockman discusses his background, the Astra model, alignment, and competition with Microsoft and Nvidia.
• Fable 5.1 removes hated data retention policy and increases caching · Fable 5.1 update removes the controversial data retention policy and introduces increased caching.
• Stratechery: Nvidia Earnings Remarkable Yet Boring, Aimed at Avoiding Consolidation · Stratechery's Ben Thompson argues Nvidia's earnings were remarkable and boring, with the company's strategy focused on avoiding a consolidated world.
• Meta Settlement Highlights Flaws in Tech Regulation Frameworks · Meta's settlement underscores the difficulty of regulating technology effectively.
• Stratechery Weekly: AI Agents, Netflix Pivot, and Data Center Backlash · Ben Thompson's newsletter covers AI agent security dynamics, Netflix's streaming aggregation strategy, and Nvidia hardware updates.
• Apple's New AI Hardware and OpenAI's Jalapeño Challenge Nvidia · Apple updates Mini and Studio models while OpenAI unveils a new AI computer, jointly pressuring Nvidia.
• Netflix Considers Selling Streaming Services Amid Strategic Pivot · Netflix is exploring the sale of other streaming services, a move that could alter its original strategic goals.
• AI Cybersecurity Defense Requires Full Automation to Match Offensive Speed · OpenAI experts warn that defending AI infrastructure requires fully automated defensive loops to match the speed of automated attacks.
• Stratechery Weekly: Apple EU Settlement, US-Korea Friction, and NBA Drama · Ben Thompson's newsletter covers Apple's EU settlement, US-Korea diplomatic tensions, and NBA ownership changes.
• Nvidia Partners with OpenAI; Anthropic Revenue Surges; Google Acquires Spirit Airlines Data · Nvidia backs OpenAI data centers, Anthropic reports surprising revenue growth, and Google purchases Spirit Airlines data.
• Stripe reportedly acquires AI aggregator OpenRouter · Stripe is reportedly acquiring OpenRouter to aggregate AI models.
• Apple Earnings Limited by Chip Shortages; Amazon Analysis · Apple's growth is constrained by chip shortages rather than memory, while Amazon's earnings are analyzed by Andy Jassy.
• Stratechery Weekly: Meta Earnings, OpenAI Lawsuit, and LeBron James · Ben Thompson reviews Meta earnings, OpenAI's response to Apple's lawsuit, and LeBron James joining the 76ers.
• Microsoft Earnings Show Strategy Clarity and Efficiency Gains · Microsoft's recent earnings report highlighted a clear strategy, reduced costs, and tangible application of its technology.
• Meta's Disappointing Earnings and Disconcerting AI Promises · Meta reported disappointing earnings while future AI product promises raised investor concerns.
• Stratechery Announces Vacation Schedule for Week of July 27 · Ben Thompson will be away from July 27 to August 2, resuming updates on August 3.
• Stratechery Weekly: AI, NBA, and OpenAI Security Concerns · Ben Thompson and Andrew Sharp review AI competition, NBA salary rules, and OpenAI security issues in this week's newsletter.
• Netflix Earnings Reflect Mature Company Status · Netflix's recent earnings were solid, consistent with a mature company past its most exciting growth phase.
• Chinese AI Models Challenge Marginal Cost Theory in Tech · Open-weight Chinese models like Kimi K3 revive marginal cost dynamics in the AI industry.
• Stratechery Weekly: IBM Mainframe Struggles, OpenAI Lawsuit, and Netflix's Decline · Ben Thompson's newsletter covers IBM's stock drop, OpenAI's legal and hardware moves, and Netflix's strategic struggles.
• IBM Misses Earnings Targets Amid Mainframe and AI Challenges · IBM reported preliminary results that disappointed the software market, highlighting issues with its mainframe business and AI strategy.
• OpenAI pivots ChatGPT from chat interface to code-focused tool · OpenAI is rebranding Codex as ChatGPT, raising questions about its future in the chat category.
• Apple Sues OpenAI Over Alleged Trade Secret Theft · Apple has filed a lawsuit against OpenAI, alleging the AI company stole trade secrets.
• Microsoft Xbox Cuts 3,200 Jobs Amid Game Pass Strategy Failure · Microsoft Xbox CEO Asha Sharma announces 3,200 job cuts as Game Pass strategy is deemed a failure.
• Stratechery Announces Subscription Pricing and Vacation Schedule · Stratechery outlines Plus subscription costs, podcast offerings, and an August 3rd vacation.
• Microsoft Xbox Cuts Staff Amid Game Pass Strategy Failures · Microsoft is laying off Xbox employees as its Game Pass strategy faces significant challenges.
• Zuckerberg Admits Meta's AI Spending Was Driven by Platform Obsession, Not Ads · Zuckerberg admits Meta's AI spending was driven by platform obsession, not ads
• 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 Mailbag · Ben Thompson and Andrew Sharp review tech news including Apple's EU AI ban and vibe coding experiences.