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Strategy by Ben Thompson
Access profound insights and detailed examinations of current trends in technology and media from the acclaimed analyst Ben Thompson through Stratechery.
May 16, 2025 10:00:00
The best Stratechery content from the week of May 12, 2025, including Airbnb and the limits of Founder Mode, Inside the NBA lottery in Chicago, and femtoseconds.
May 15, 2025 11:53:16
An interview with Ben Thompson about AI and Big Tech.
May 14, 2025 12:26:44
Airbnb has a new app with new offerings for experience and services; I'm not sure the economics make sense for either.
May 13, 2025 06:48:38
OpenAI is tying up all its loose ends in preparation for being the user interface for AI
May 10, 2025 10:00:00
The best Stratechery content from the week of May 5, 2025, including Apple as an object in platform dominance, a podcast for everyone but Celtics fans, and a word about trade and data.
May 9, 2025 09:13:27
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
May 7, 2025 13:00:44
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
May 6, 2025 13:17:26
Meta's earnings were received positively by investors, but there were definite causes for concern.
May 5, 2025 15:12:09
Platforms are so powerful that Apple's latest court loss won't change the course of the iPhone; that's why it's worth it.
May 3, 2025 10:00:00
The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta's AI strategy, Apple's big loss, and the other side of the trade war.