News
Data Center Discontent, Understanding the Opposition, Fixing the Problem
3+ hour, 18+ min ago (244+ words) There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site....
2026. 20: Shifting Alliances in a Changing World
2+ day, 21+ hour ago (39+ words) This Week in Stratechery Welcome back to This Week in Stratechery! On that note, here were a few of our favorites this week. This week's Stratechery video is on Amazon's Durability. Designed with Word Press. Hosted by Pressable....
An Interview with Ben Thompson at the Moffett Nathanson Media, Internet & Communications Conference
4+ day, 6+ hour ago (229+ words) An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see the…...
The Deployment Company, Back to the 70s, Apple and Intel
5+ day, 3+ hour ago (677+ words) Listen to this post: President Trump is on the way to China, and Sharp China is your go-to podcast for understanding what happens next. Add it to your podcast player now in anticipation of the next few episodes breaking down…...
Space X and Anthropic, x AI's Two Companies, Elon Musk and Space XAI's Future
6+ day, 3+ hour ago (225+ words) The Anthropic x AI deal is shocking but not surprising: Musk should double down on serving other companies. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see the…...
The Inference Shift " Stratechery by Ben Thompson
1+ week, 3+ hour ago (418+ words) If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat. Reuters reported over the weekend: The fundamental driver of the ongoing surge in semiconductor stocks is, of course, AI, particularly…...
2026. 19: Earning & Spending
1+ week, 3+ day ago (41+ words) This Week in Stratechery Welcome back to This Week in Stratechery! On that note, here were a few of our favorites this week. This week's Sharp Tech video is on Messaging AI in 2026. Designed with Word Press. Hosted by Pressable....
An Interview with Joanna Stern About Living With AI
1+ week, 4+ day ago (243+ words) An interview with Joanna Stern about her new book about living with AI, and starting her own media company. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see…...
Microsoft Earnings, Apple Earnings
1+ week, 5+ day ago (249+ words) Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this…...
Amazon's Durability " Stratechery by Ben Thompson
1+ week, 6+ day ago (769+ words) Listen to this post: When it comes to the AI soap opera " there is news every day, and the company on top and the bottom seems to shift by the quarter if not the month " the news that I find…...