Ben Thompson
FollowThe latest interviews, podcast appearances, and blog posts from Ben Thompson, updated daily.
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.
(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…
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.
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum
Sharp Tech - How technology works, and the ways it is impacting the…
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.