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?
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.
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.
Meta Earnings, Muse and the Frontier, Musebook
Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute.
Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
The End of the Internet
The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
2026.43: A New Era
The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.