Analysis of technology and media strategy from Ben Thompson.
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"
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
An interview with Kalshi co-founder and CEO Tarek Monsour about the value of prediction markets
Intel's earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity
The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition
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
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
The best Stratechery content from the week of January 12, 2026, including what technology did for United, what it is doing to legacy media, and what it should do for Apple
The best Stratechery content from the week of January 5, 2026, including whether AI will replace humans, the future of power generation, and what China thinks of what happened in Caracas
The first live sporting event was broadcast in the Vision Pro, and it's a big disappointment. The experience could be amazing, but Apple actively ruins it
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol