Analysis of technology and media strategy from Ben Thompson.
An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the prospects for the next 50, particularly in the face of AI
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI
OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services
AI is going to be bad for security in the short-term, but much better than humans in the long-term
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes
The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift
An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips
Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving
The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket