Stratechery by Ben Thompson
39 articles in the TruthFoundry index. Each links out to the original.
- 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.
- Figma CEO Dylan Field Defends Company's AI Strategy Amid Market Crash · Figma CEO Dylan Field argues AI is a tailwind for the company despite market valuations dropping below half of Adobe's 2022 acquisition offer.
- Author Reflects on Vibe Coding Experience and App Utility · The author shares ten takeaways from building an app using vibe coding for personal use.
- Memory Chip Makers Warn Against China; Microsoft Pushes Chinese AI Models · Memory chip manufacturers warn of risks from Chinese competitors while Microsoft is incentivized to use Chinese AI models.
- 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.