Ben Thompson

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.

(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding

Sharp Tech - How technology works, and the ways it is impacting the…

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.

OpenAI's Sandboxing Snafu and The Challenge of ...

(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness

Sharp Tech - How technology works, and the ways it is impacting the…

Meta Earnings, Meta’s Timing Problems, The Financial Tail

Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.

Who’s Afraid of Chinese Models? | Stratechery by Ben Thompson

Stratechery: up for Stratechery Plus…