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Stratechery by Ben Thompson
stratechery.com
On the business, strategy, and impact of technology.
Latest Posts
★ Initial Thoughts on This Week’s New Apple TV 4K (4th Generation) and HomePod Mini 2
At the old pre-June prices, you could buy a 128 GB Apple TV and a pair of HomePod Minis for $350 ($150 + $100 + $100). Four short months later,...
Secret Documents Reveal Donors Behind $330 Million for Trump’s Ballroom — Apple and Nvidia Top the List at $25 Million Each
Jonathan O’Connell, Sarah Blaskey, and Aaron Schaffer, reporting for The Washington Post (News+ link; Archive.today link): A list obtained by The Washington Post reveals all the major donors to President...
[Sponsor] WorkOS AuthKit: Auth for Your App, Free Up to 1M Monthly Active Users
Login looks simple until you’re building password resets, email verification, MFA, social providers, session management, and the enterprise SSO your first big customer asked for last week. AuthKit lets you:...
The FBI Arrested a Saudi National OpenAI Employee for Planting a Recording Device in the Company’s Executive Conference Room
The Department of Justice, yesterday: An employee of OpenAI has been arrested for and charged with using or endeavoring to use an electronic, mechanical, or other device to intercept oral...
Apple HomeView
Apple Newsroom: Apple today introduced Apple HomeView, designed to be central to the home and personal to everyone in it. With a stunning 7-inch Liquid Retina display, HomeView brings entertainment,...
Mark Stephens, a.k.a. Robert X. Cringely, Died at 73
Mary Alyce Stephens (née Neader), posting on Cringely’s Facebook account: Hello, this is Mary Alyce, Bob’s wife. I am coming to you with immense sadness to let you know that...
★ X Once Again Marks the Spot
If you returned from exile on a desert island and took a look at X today for first time in a year, you might reasonably guess that Elon Musk got...
Apple Only Started Suggesting iOS 26 Users Upgrade to 27 Three Days Ago
Joe Rossignol, on Thursday: Starting today, iPhone users still running iOS 26 will see iOS 27.0.1 as the prominent software update in the Settings app under General → Software Update,...
‘Proof-of-Human’
Benjamin Mayo (on X, of course), commenting on Apple promoting behind-the-scenes footage showing that the embroidered “Welcome Home” logo for next week’s keynote/experience was stitched by hand: There needs to...
Let’s Check In on Trump’s Blog
An actual post from the sitting president of the United States: The White House considers anyone that uses the term, “Artificial Intelligence,” as opposed to the highly accepted new and...
Apple Is Slow-Rolling iOS 27 Adoption, So Far
David Smith, last week: Been really interesting to watch the iOS 27 adoption curve over the first two weeks. Clearly on a different path than previous years. Still steadily growing,...
Joz Announces ‘Welcome Home’ Keynote Coming Tuesday, 13 October
It’s almost like you can predict the timing of such things, if you pay attention to Apple’s consistent patterns. ★
Jaguar Type 01
This is a cool car. It doesn’t look like anything else and it looks like it’s been pulled a few years from the future. I don’t know about this whole...
Gurman Strikes Again: ‘Apple’s Smart Home Push Includes Doorbell, Lock, Thermostat Codeveloped With LG’
The incomparable Mark Gurman, reporting for Bloomberg: Apple Inc.’s upcoming push into smart home devices will include a doorbell, thermostat and other accessories developed through an unusual partnership with LG...
Unofficial Command-Line Tool Removes Apple Intelligence From MacOS 27
Scharon Harding, Ars Technica: Unlike with previous versions of macOS, macOS 27 Golden Gate doesn’t have a toggle for turning off Apple Intelligence. That makes disabling AI features that you...
Steve Jobs, Walking Through a Mockup for Apple Park in 2010
What an apt photo, today of all days. What a gift Make Something Wonderful is. ★
[Sponsor] Sunnny
How can B2B software be so friggin’ delicious? Early access drops 10/19. Spread the love. ★
OpenAI Announces Their Text Watermarking Plans
OpenAI, today: The EU AI Act requires generative AI providers to make generated text identifiable in a machine-readable way. Text watermarking and detection remain early technologies with significant limitations, and...
Ternus and Cook Tweet Brief Remembrances on the 15th Anniversary of Steve Jobs’s Death
John Ternus, posting on X: The way Steve taught us to care about every detail, every experience, every person, still guides our work today. Forever grateful. Tim Cook, also on...
WorkOS
My thanks to WorkOS for sponsoring this last week, once again, at DF. SSO is table stakes for enterprise deals, but building it into your app yourself means writing SAML...