Ben Thompson
FollowThe latest interviews, podcast appearances, and blog posts from Ben Thompson, updated daily.
AI on the Ballot
Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
End of the Internet | Stratechery by Ben Thompson
Links: Stratechery: Sign up for Stratechery Plus: Sharp Tech…
Google Earnings, Facebook Déjà Vu, The Agent Play
Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for.
Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.
2026.44: At Long Last…
The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now.
Anthropic Opens the Kimono, Bubble Questions and Frontier Costs, Q&A on Meta, Starlink, Brewers
Sharp Tech - How technology works, and the ways it is impacting the…
An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
Do You Trust Apple? | Stratechery by Ben Thompson
Links: Stratechery: Sign up for Stratechery Plus: Sharp Tech…