Stratechery by Ben Thompson
Description
On the business, strategy, and impact of technology.
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2025.25: Snapshots of an Evolving AI Landscape
The best Stratechery content from the week of June 16, 2025, including OpenAI getting testy and xAI getting expensive, speedbumps for China's car industry, and Meta continuing its AI hiring...
xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it's just Windows now.
Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I'm not interested).
WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
2025.24: Apple and Its Safe Place
The best Stratechery content from the week of June 9, 2025, including Apple's Retreat at WWDC, Apple in China, and the upside down NBA Finals.
An Interview with “Apple in China” Author Patrick McGee
An Interview with "Apple in China" Author Patrick McGee about Apple's reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.
Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation
Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.
Apple Retreats
Apple's WWDC was a retreat from not just last year's WWDC, but potentially a broader reset for the company. That's why it was a great presentation.
Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
2025.23: What Nike Learned About E-Commerce
The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an Anduril and Meta partnership, and the Japanese rice...