Stratechery

Newsletter | United States | Centre

stratechery.com/

Analysis of technology and media strategy from Ben Thompson.

Engagement Insights

4.32 score

Discussions

Participants

Total Votes

Articles

Discussions from Stratechery

💻 Technology

February 07, 2026

2026.06: SaaSmageddon and the Super Bowl

The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football

United States

Join Discussion

💻 Technology

February 06, 2026

An Interview with Benedict Evans About AI and Software

An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to define the LLM paradigm

Global

Join Discussion

💼 Business

February 05, 2026

Apple Earnings, Supply Chain Speculation, China and Industrial Design

Apple's earnings could have been higher but the company couldn't get enough chips; then, once again a new design meant higher sales in China

Global

Join Discussion

💻 Technology

February 04, 2026

Microsoft and Software Survival

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software

United States

Join Discussion

💻 Technology

January 31, 2026

2026.05: The Chip Fly in the AI Ointment

The best Stratechery content from the week of January 26, 2026, including tech's looming chip problem, what Meta is doing and why, and disappearing PLA generals and "De-Risking"

Global

Join Discussion

💼 Business

January 30, 2026

Meta Earnings, Turning Dials, Zuckerberg’s Motivation

Meta is up, despite massive CapEx plans. The company is turning every dial to drive revenue, because Mark Zuckerberg thinks winning in AI is existential

Global

Join Discussion

💼 Business

January 29, 2026

An Interview with Kalshi CEO Tarek Monsour About Prediction Markets

An interview with Kalshi co-founder and CEO Tarek Monsour about the value of prediction markets

United States

Join Discussion

💼 Business

January 28, 2026

Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

Intel's earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity

United States

Join Discussion

💼 Business

January 24, 2026

2026.04: Netflix, Luka, and Life in La La Land

The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball

United States

Join Discussion

💼 Business

January 23, 2026

An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition

United States

Join Discussion

💻 Technology

January 22, 2026

TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that's why the industry needs to facilitate competition for the foundry leader

Global

Join Discussion

💻 Technology

January 21, 2026

Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram

OpenAI finally announced that ads are coming to ChatGPT. It's an important step, but one with far more risk given the delay — and the delay means the ads aren't yet the right ones

United States

Join Discussion