Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI
SpaceX's mobile strategy is becoming clearly with its latest spectrum purchase, and it might work
The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics
An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s
Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents
Games are being decompiled, but the real risk to gaming is new games and increased personalization
I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations
The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart
OpenAI's Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem