About this channel
Stratechery presents Ben Thompson's analysis of technology businesses through questions of strategy, competition and organisational choice. The episode selection follows companies including Nvidia…
Stratechery presents Ben Thompson's analysis of technology businesses through questions of strategy, competition and organisational choice. The episode selection follows companies including Nvidia, Apple, Google, Amazon and Anthropic, with AI appearing as both a technical development and a force reshaping business decisions. The emphasis falls on the implications of a move: what it means for a company's position, its use of capital and the opportunities available to competitors.
Several pieces examine the changing AI landscape. A discussion of Chinese models raises questions about competition, while an episode on the shift towards inference considers a different part of the AI business. Anthropic's approach to safety also becomes a subject for strategic interpretation. These topics offer viewers ways to connect individual company announcements with larger questions about how the industry is organised and where value might accrue.
The selection extends beyond AI through analysis of the iPhone's position and Amazon's durability. Other titles address autonomy, innovation and the practice of writing things down, bringing organisational habits into a channel otherwise rich in company-level questions. A discussion linking a SpaceX public offering with data centres in space illustrates the range of business scenarios under consideration. Readers of technology strategy, founders and people following major platforms can use these episodes to explore arguments about why companies act as they do. The channel is particularly relevant when the interesting question is what a development changes for the business, rather than simply what the new technology can do.
Latest episode
Apps, Agents, and Aggregation | Stratechery by Ben Thompson
Read the Article: https://stratechery.com/2026/apps-agents-and-aggregation/
Links:
Stratechery: https://stratechery.com
Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus
Sharp…
Read the Article: https://stratechery.com/2026/apps-agents-and-aggregation/
Links:
Stratechery: https://stratechery.com
Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus
Sharp Tech website: https://sharptech.fm
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More episodes from this channel
Frontier Overhangs | Stratechery by Ben Thompson
28.9.2026
Read the Article: https://stratechery.com/2026/frontier-overhangs/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Write Things Down | Stratechery by Ben Thompson
15.9.2026
Read the Article: https://stratechery.com/2026/write-things-down/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Autonomy and Innovation | Stratechery by Ben Thompson
8.9.2026
Read the Article: https://stratechery.com/2026/autonomy-and-innovation/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Nvidia's Risky Business | Stratechery by Ben Thompson
21.8.2026
Read the Article: https://stratechery.com/2026/nvidias-risky-business/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Who’s Afraid of Chinese Models? | Stratechery by Ben Thompson
29.7.2026
Read the Article: https://stratechery.com/2026/whos-afraid-of-chinese-models/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
A Script for Mark Zuckerberg | Stratechery by Ben Thompson
16.7.2026
Read the Article: https://stratechery.com/2026/a-script-for-mark-zuckerberg/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Anthropic’s Safety Superpower | Stratechery by Ben Thompson
22.6.2026
Read the Article: https://stratechery.com/2026/anthropics-safety-superpower/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
The iPhone’s Last Stand | Stratechery by Ben Thompson
17.6.2026
Read the Article: https://stratechery.com/2026/the-iphones-last-stand/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
The Google Capital Company | Stratechery by Ben Thompson
10.6.2026
Read the Article: https://stratechery.com/2026/the-google-capital-company/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
The SpaceX IPO and Data Centers in Space | Stratechery by Ben Thompson
4.6.2026
Read the Article: https://stratechery.com/2026/the-spacex-ipo-and-data-centers-in-space/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
The Inference Shift | Stratechery by Ben Thompson
18.5.2026
Read the Article: https://stratechery.com/2026/the-inference-shift/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Amazon's Durability | Stratechery by Ben Thompson
13.5.2026
Read the Article: https://stratechery.com/2026/amazons-durability/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Tim Cook’s Impeccable Timing | Stratechery by Ben Thompson
28.4.2026
Read the Article: https://stratechery.com/2026/tim-cooks-impeccable-timing/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Mythos, Muse, and the Opportunity Cost of Compute | Stratechery by Ben Thompson
23.4.2026
Read the Article: https://stratechery.com/2026/mythos-muse-and-the-opportunity-cost-of-compute/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Apple’s 50 Years of Integration | Stratechery by Ben Thompson
12.4.2026
Read the Article: https://stratechery.com/2026/apples-50-years-of-integration/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Agents Over Bubbles | Stratechery by Ben Thompson
26.3.2026
Read the Article: https://stratechery.com/2026/agents-over-bubbles/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Anthropic and Alignment | Stratechery by Ben Thompson
9.3.2026
Read the Article: https://stratechery.com/2026/anthropic-and-alignment/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
The Memory Crowd-Out | Stratechery by Ben Thompson
24.2.2026
Read the Article: https://stratechery.com/2026/thin-is-in/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
Microsoft and Software Survival | Stratechery by Ben Thompson
11.2.2026
Read the Article: https://stratechery.com/2026/microsoft-and-software-survival/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
TSMC Risk | Stratechery by Ben Thompson
1.2.2026
Read the Article: https://stratechery.com/2026/tsmc-risk/ Links: Stratechery: https://stratechery.com Sign up for Stratechery Plus: https://stratechery.com/stratechery-plus Sharp Tech website: https://sharptech.fm
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