https://stratechery.com/2025/microsoft-earnings-coreai-mantleai-additional-notes/
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
microsoftearningsadditionalnotesstratechery
https://stratechery.com/2019/the-china-cultural-clash/
The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese...
ben thompsonchinaculturalclashstratechery
https://stratechery.com/2024/gemini-and-googles-culture/
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.
geminigoogleculturestratecheryben
https://stratechery.com/2025/openais-windows-play/
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
ben thompsonopenaiwindowsplaystratechery
https://stratechery.com/2025/where-will-apple-be-in-2035/
The best Stratechery content from the week of April 21, 2025, including Tech History and Apple’s Future, Dithering on Google, and Hamsters and Antibodies.
applestratecheryben
https://stratechery.com/2022/an-interview-with-intel-ceo-pat-gelsinger/
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
interviewintelceopatstratechery
https://www.wcnc.com/article/about-us/team-bios/ben-thompson/275-49493779
Meet WCNC Charlotte anchor Ben Thompson.
ben thompsoncom
https://stratechery.com/2024/doj-proposes-google-remedy-search-data-eu-fines-meta/
The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly.
search datadojproposesgoogleremedy
https://stratechery.com/2025/the-benefits-of-bubbles/
We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?
ben thompsonbenefitsbubblesstratechery
https://stratechery.com/aggregation-theory/
About | Articles | Updates | Speaking | Consulting What is Aggregation Theory? Aggregation Theory is a completely new way to understand business in the...
ben thompsonaggregationtheorystratechery
https://stratechery.com/2025/the-agentic-web-and-original-sin/
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new...
agentic weboriginal sinstratecheryben
https://stratechery.com/about/
Author | Speaking | Ethics | Terms of Service | Privacy Policy | Contact Stratechery provides analysis of the strategy and business side of technology and...
ben thompsonstratechery
https://stratechery.com/2025/kpop-demon-hunters-sonys-risk-the-netflix-aggregator/
KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator.
kpop demon hunterssonyrisknetflixaggregator
https://baltimoreweds.com/local-love/laura-ben-assembly-room-wedding-corinne-thompson/
Aug 27, 2025 - Laura & Ben | The Assembly Room | Corinne Thompson | Baltimore Weddings
laurabenassemblyroomcorinne
https://stratechery.com/2019/ghost-3-0-an-interview-with-ghost-ceo-john-onolan/
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
ghostinterviewceojohn
https://stratechery.com/2025/what-nike-learned-about-e-commerce/
The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an Anduril and Meta partnership, and the...
e commercenikelearnedstratecheryben
https://stratechery.com/2025/gemini-at-the-disco/
The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies in tech, and China’s...
ben thompsongeminidiscostratechery
https://stratechery.com/2019/the-iphone-and-apples-services-strategy/
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
iphoneappleservicesstrategystratechery
https://stratechery.com/2017/the-faceless-publisher/
The missing piece when it comes to the future of media are faceless publishers. Vox Media’s deal with The Ringer shows the way.
ben thompsonfacelesspublishersstratechery
https://stratechery.com/2025/an-interview-with-michael-morton-about-ai-e-commerce/
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart...
e commerceinterviewmichaelmortonai
https://stratechery.com/2025/u-s-intel/
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
ben thompsonuintelstratechery