stratechery by Ben Thompson

An Interview with Tailscale Co-Founder and CEO Avery Pe...

An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, a...

OpenAI API Updates, Steelmanning the API Business, The ...

OpenAI has compelling new updates to their API that should be good for the API b...

A Google I/O Idea, The Smartphone AI Value Chain, Apple...

More on Apple and AI, this time through the lens of Google's point of integratio...

Apple AI’s Platform Pivot Potential

Apple AI is delayed, and Apple may be trying to do too much; what the company ou...

An Interview with Michael Nathanson About the Streaming...

An interview with Michael Nathanson about the endgame for traditional media comp...

Alexa+, A Brief History of Alexa, Amazon — and Apple’s ...

Alexa+ looks amazing, and that's exactly my problem with it: Amazon is trying to...

More TSMC Fabs in the U.S., Taiwan’s Trump Card

TSMC announced new fabs in the U.S., but without dates and processes it's safe t...

Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Sky...

Microsoft is pulling the plug on Skype, a service they never should have acquire...

An Interview with Benedict Evans About AI Unknowns

An interview with Benedict Evans about AI lessons over the last year, and the ma...

More Chip Curbs?, Google LLM Status Check

Ending the chip ban might be a mistake; I just hope people pushing for more real...

AI Promise and Chip Precariousness

The AI industry is more exciting than ever, but the chip situation is very preca...

Grok 3, The Nvidia Shortcut, Competitive Implications

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and a...

The iPhone 16e; Apple Intelligence Table Stakes; Apple ...

The iPhone 16e is more expensive than the SE it replaces, but the situation is p...

The iPhone 16e; Apple Intelligence Table Stakes; Apple ...

The iPhone 16e is more expensive than the SE it replaces, but the situation is p...

An Interview with Manna Founder and CEO Bobby Healy Abo...

Ann interview with Manna founder and CEO Bobby Healy about drone delivery: how d...

Encryption and the Uneasy Compromise, Netflix Earnings,...

More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggre...

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