The Curious Engineer

All blogs / Tech news / industry

Stratechery by Ben Thompson

stratechery.com

On the business, strategy, and impact of technology.

Tech news / industryAI / MLSociety / politics / economy

’10’15’20’25
Posts
2,974 from 6 Dec 2009 to 29 Oct 2026
Posting
about daily (221 in the last year)
Kind
personal blog
Feed
https://stratechery.com/feed/

Latest

October 2026

  1. An Interview with Palantir CTO Shyam Sankar About the AI Religious War
  2. Meta Earnings, Muse and the Frontier, Musebook
  3. Anthropic S-1, The Cost of Compute, Who Is Paying?
  4. The End of the Internet
  5. 2026.43: A New Era
  6. Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
  7. An Interview with Craig Moffett About SpaceX and Bubbles
  8. Presented by Stripe
  9. Netflix Earnings, Business or Franchise, Disney’s Deal
  10. Muse Spark Open, Meta + Apple, Thin and Thick
  11. Do You Trust Apple?
  12. 2026.42: Home At Last
  13. A Conversation With Ari Emanuel About Entertainment and AI
  14. Apple HomeView, The New Apple TV, The App Story
  15. SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
  16. 2026.41: It’s Not You, It’s Me
  17. An Interview with Katie Harbath About Disrupting Politics at Facebook
  18. Apple and LG, The House For Everyone Else, Agent Standards and Amazon
  19. Game Decompilation, Is This Legal?, A Well-Trodden Path
  20. Apple and a Hacker’s Future
  21. 2026.40: Dots and Question Marks
  22. An Interview with Jason Del Rey About Muse, Amazon, and Walmart

September 2026

  1. OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
  2. One More Note on Agents, Meta Connect, Meta Enterprise Platform
  3. Apps, Agents, and Aggregation
  4. 2026.39: Begun, the Aggregator Wars Have
  5. An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg
  6. More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
  7. Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
  8. Frontier Overhangs
  9. 2026.38: Doomforce
  10. An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
  11. Salesforce AI Force, Agents as UI, The Race to Headless
  12. OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
  13. Pacing the Frontier, AI’s Digital Limits, AI Commissars
  14. 2026.37: Duo Threats
  15. The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
  16. OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
  17. Write Things Down
  18. 2026.36: Friction and Feedback
  19. An Interview with OpenAI President Greg Brockman About Astra and Alignment
  20. Fable 5.1, Enterprise Frontier Safeguards
  21. Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face

August 2026

  1. Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
  2. 2026.35: Internet Hype and Real World Change
  3. Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
  4. Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
  5. Autonomy and Innovation
  6. 2026.34: App Snore
  7. Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
  8. Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
  9. Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
  10. 2026.33: The CapEx Train Keeps Rolling
  11. Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
  12. Nvidia’s Risky Business
  13. Apple Earnings, More on Amazon’s Earnings
  14. 2026.32: Earnings and Learnings
  15. Google Earnings, The Frontier Case, Amazon Earnings
  16. Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
  17. Meta Earnings, Meta’s Timing Problems, The Financial Tail

July 2026

  1. 2026.30: The Copium Wars
  2. OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
  3. Netflix Earnings, Is Netflix Washed?, Additional Notes
  4. Who’s Afraid of Chinese Models?
  5. 2026.29: Mainframes and Main Characters
  6. IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
  7. The OpenAI Super App, ChatGPT = Codex, Whither Chat
  8. Apple Sues OpenAI, Apple’s Real Problem
  9. 2026.28: XBOX On the Rocks
  10. Muse Image, Grok 4.5, Alex Karp on CNBC
  11. XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
  12. A Script for Mark Zuckerberg

June 2026

  1. 2026.26: Summer Vibes
  2. An Interview with Figma CEO Dylan Field About Design and AI
  3. My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
  4. Memory Chips and China, Microsoft and Chinese Models
  5. Apple Price Increases, Apple Intelligence and the E.U.
  6. 2026.25: The Stuff of Myth(os)
  7. An Interview with Michael Morton About E-Commerce in the Age of AI
  8. The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
  9. Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
  10. Anthropic’s Safety Superpower
  11. 2026.24: Hey Siri, Tell Me a Fable
  12. An Interview with Ben Bajarin About Apple, AI, and Compute
  13. Fable 5, Anthropic Alignment, AI Tiers
  14. The iPhone’s Last Stand
  15. Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
  16. 2026.23: Power Shifts
  17. An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
  18. The Nvidia AI PC, Project Solara, Microsoft AI
  19. The Google Capital Company
  20. YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar

May 2026

  1. 2026.22: Luceing Their Mind
  2. An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
  3. The SpaceX IPO and Data Centers in Space
  4. Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
  5. 2026.21: The Data Center Veto
  6. An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
  7. Google I/O, World Models, I/O Spaghetti
  8. Data Center Discontent, Understanding the Opposition, Fixing the Problem
  9. 2026.20: Shifting Alliances in a Changing World
  10. An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
  11. The Deployment Company, Back to the 70s, Apple and Intel
  12. SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
  13. The Inference Shift
  14. 2026.19: Earning & Spending
  15. An Interview with Joanna Stern About Living With AI
  16. Microsoft Earnings, Apple Earnings
  17. Amazon’s Durability
  18. Google Earnings, Meta Earnings
  19. 2026.18: Long-term, Peripheral & Myopic Visions

April 2026

  1. Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
  2. Intel Earnings, Intel’s Differentiation?, Whither Terafab
  3. An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
  4. AI Hardware, Meta Display, Redefining VR and AR
  5. 2026.17: He Came, He Saw, He Cooked
  6. An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
  7. John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
  8. Tim Cook’s Impeccable Timing
  9. TSMC Earnings, New N3 Fabs, The Nvidia Ramp
  10. 2026.16: Servers, Satellites, and Stars
  11. An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
  12. Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
  13. OpenAI’s Memos, Frontier, Amazon and Anthropic
  14. Mythos, Muse, and the Opportunity Cost of Compute
  15. 2026.15: Myth and Mythos
  16. An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
  17. Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
  18. Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
  19. OpenAI Buys TBPN, Tech and the Token Tsunami
  20. 2026.14: Apple, Acceleration, and AI
  21. An Interview with Asymco’s Horace Dediu About Apple at 50
  22. Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

March 2026

  1. Apple’s 50 Years of Integration
  2. Spring Break
  3. 2026.13: So Long to Sora
  4. An Interview with Arm CEO Rene Haas About Selling Chips
  5. Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
  6. 2026.12: Please Listen to My Podcast
  7. Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
  8. An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
  9. Agents Over Bubbles
  10. 2026.11: Winners, Losers, and the Unknown
  11. An Interview with Robert Fishman About the Current State of Hollywood
  12. Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
  13. Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
  14. MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
  15. 2026.10: Higher Powers and Lower Macs
  16. An Interview with Gregory Allen About Anthropic and the U.S. Government
  17. Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings

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