Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China
An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads to optimism about humanity's future
There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter)
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic)
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia