Analysis of technology and media strategy from Ben Thompson.
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter)
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold
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