Analysis of technology and media strategy from Ben Thompson.
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
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities
Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply
The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman
Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for Google
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns