Stratechery by Ben Thompson
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On the business, strategy, and impact of technology.
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2026.29: Mainframes and Main Characters
The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?".
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
2026.28: XBOX On the Rocks
The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*, pulling the plug on XBOX, and toilet talk.
Muse Image, Grok 4.5, Alex Karp on CNBC
The battle for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta's next earnings call.
Summer Break: Week of June 29
Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Tuesday, July 7. Dithering, Sharp Tech,...
2026.26: Summer Vibes
The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag.
An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
Memory Chips and China, Microsoft and Chinese Models
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.
Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U.
2026.25: The Stuff of Myth(os)
The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10.
An Interview with Michael Morton About E-Commerce in the Age of AI
An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.
The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility.
Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
Anthropic’s Safety Superpower
Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
2026.24: Hey Siri, Tell Me a Fable
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry.