Ben Thompson
FollowThe latest interviews, podcast appearances, and blog posts from Ben Thompson, updated daily.
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video.
An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
Presented by Stripe
Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.
Muse Spark Open, Meta + Apple, Thin and Thick
Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.
Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
2026.42: Home At Last
The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX’s appetite, and the title, takes, and the Washington Wizards.
A Conversation With Ari Emanuel About Entertainment and AI
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.
Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.