Stratechery by Ben Thompson – On the business, strategy, and impact of technology. stratechery.com

Apple Earnings, Supply Chain Speculation, China and Industrial Design

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Microsoft and Software Survival

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Discuss: Hacker News

Personal Day

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2026.05: The Chip Fly in the AI Ointment

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Discuss: Hacker News

Meta Earnings, Turning Dials, Zuckerberg’s Motivation

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An Interview with Kalshi CEO Tarek Monsour About Prediction Markets

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Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

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TSMC Risk

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Discuss: Hacker News

2026.04: Netflix, Luka, and Life in La La Land

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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition

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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram

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Discuss: Hacker News

This Week in Stratechery

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2026.03: Technology Doings

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Discuss: Hacker News

News in the Era of Irreconcilable Differences

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An Interview with United CEO Scott Kirby About Tech Transformation

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Discuss: Hacker News

Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice

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Discuss: Hacker News

Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol

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Discuss: Hacker News

Apple: You (Still) Don’t Understand the Vision Pro

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Discuss: Hacker News, Hacker News, Hacker News

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

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