stratechery by Ben Thompson

Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel...

Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and...

WBD Split, HBO and Warner, Whither Sports?

WarnerBros. Discovery is splitting up, but the real split goes back to Turner Br...

2025.24: Apple and Its Safe Place

The best Stratechery content from the week of June 9, 2025, including Apple's Re...

An Interview with “Apple in China” Author Patrick McGee

An Interview with "Apple in China" Author Patrick McGee about Apple's reluctant ...

Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innova...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this see...

Apple Retreats

Apple's WWDC was a retreat from not just last year's WWDC, but potentially a bro...

Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors

AI coding is much broader than vibe coding, the dynamics of AI coding, and why O...

2025.23: What Nike Learned About E-Commerce

The best Stratechery content from the week of June 2, 2025, including why Nike i...

An Interview with Cursor Co-Founder and CEO Michael Tru...

An interview with Cursor founder and CEO Michael Truell about AI coding and capt...

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s...

Meta made a deal with Anduril to develop headsets for the military; does Reality...

Pega Global Elite Partner: Unlocking Digital Transforma...

The Pega Global Elite Partner Program is a cornerstone of transformative success...

Nike on Amazon; Nike’s Disastrous Pivot; Inevitability,...

Nike executed a disastrous pivot over recent years, away from physical retail to...

Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion

Nvidia's earnings suggest that inference is taking off, but the loss of China is...

2025.22: What LLMs Could Be in the Workplace

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday...

An Interview with Plaid Founder and CEO Zach Perret Abo...

An interview with Plaid co-founder and CEO Zach Perret about building trust as a...

The ESPN Streaming Service, The Status of U.S. Sports R...

The ESPN streaming service is official, completing the transition of sports watc...

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