Analysis of technology and media strategy from Ben Thompson.
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
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights
Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft's new deal
I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0
An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage
The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down
TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story
The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing