https://stratechery.com/
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
On the business, strategy, and impact of technology.
https://stratechery.com/2026/whos-afraid-of-chinese-models/
Who’s Afraid of Chinese Models? – Stratechery by Ben Thompson
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
afraid ofchinese modelsby benstratecherythompson
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https://stratechery.com/2026/the-openai-super-app-chatgpt-codex-whither-chat/
The OpenAI Super App, ChatGPT = Codex, Whither Chat – Stratechery by Ben Thompson
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
https://stratechery.com/2020/stripe-platform-of-platforms/
Stripe: Platform of Platforms – Stratechery by Ben Thompson
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
by benstripeplatformstratecherythompson
https://stratechery.com/2017/the-faceless-publisher/
Faceless Publishers – Stratechery by Ben Thompson
The missing piece when it comes to the future of media are faceless publishers. Vox Media’s deal with The Ringer shows the way.
by benfacelesspublishersstratecherythompson
https://stratechery.com/2021/the-apple-v-epic-decision/
The Apple v. Epic Decision – Stratechery by Ben Thompson
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.
the appleby benvepicdecision
https://stratechery.com/2026/openai-hacks-hugging-face-what-happened-alignment-and-paper-clips/
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips – Stratechery by Ben Thompson
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
https://stratechery.com/2026/ibm-misses-ibms-mainframe-moat-ibms-many-ai-problems/
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems – Stratechery by Ben Thompson
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
https://stratechery.com/2021/the-app-store-trap-and-tech-epochs/
Tech Epochs and the App Store Trap – Stratechery by Ben Thompson
Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store.
the app store
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https://forum.stratechery.com/
The Stratechery Forum
The forum for Stratechery subscribers
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https://stratechery.com/2019/the-cost-of-apple-news/
The Cost of Apple News – Stratechery by Ben Thompson
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
the cost ofapple newsby benstratecherythompson
https://stratechery.com/2021/apples-app-store-concession-why-this-is-a-big-deal-devil-in-the-details/
Apple’s App Store Concession, Why This is a Big Deal, Devil in the Details – Stratechery by Ben...
Apple announced a major change to the App Store; is the company doing the bare minimum possible, or finally making concessions that are long overdue?
why this is a big deal