Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry
Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government
The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform
The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity
YouTubers are ruling the box office, and it shouldn't be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood
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