Ben Thompson
FollowThe latest interviews, podcast appearances, and blog posts from Ben Thompson, updated daily.
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
2026.33: The CapEx Train Keeps Rolling
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
2026.32: Earnings and Learnings
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI’s answer to Apple, and all about LeBron in Philly.
Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.
2026.30: The Copium Wars
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet.
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U. S. alternatives.