Analysis of technology and media strategy from Ben Thompson.
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind
My experience and reflections on vibe coding an app that I plan on actually using regularly
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models
Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U
The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10
An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles
The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility
Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents
The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter
An interview with Ben Bajarin about WWDC and the status of the AI compute industry
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