Ben Thompson
@benthompson
Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
1.6K Following 284.2K Followers
Here’s my iPhone 18 Pro Max review:
Do not buy an iPhone Air unless you want to immediately return every other phone forever.
Write Things Down
Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.
9-4-2026
An Interview with OpenAI President Greg Brockman About Astra and Alignment
OK Gemini it’s now or never
8-25-2026 ($)
•Netflix to Sell Streaming Services?
•Streamers as Aggregators
•Revisiting Roku
Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.
8-17-2026 ($)
•Stripe Acquiring OpenRouter
•Aggregating AI?
•Flipping the Business Model
8-12-2026 ($)
•Anthropic’s Watermarking
•How It (Probably) Works
•Worse Than It Seems
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
So by far the funniest thing about using Claude and Codex together is how Codex is very earnest and businesslike while Claude treats Codex like an inferior but hard-working subordinate
Never leave Sol unattended.
7-21-2026 ($)
•Netflix Earnings
•Is Netflix Washed?
•Additional Notes
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
7-15-2026 ($)
•IBM Misses
•IBM’s Mainframe Moat
•IBM’s Many AI Problems
7-14-2026 ($)
•The OpenAI Super App
•ChatGPT = Codex
•Whither Chat
7-13-2026 ($)
•Apple Sues OpenAI
•Apple’s Real Problem
7-9-2026 ($)
•Muse Image
•Grok 4.5
•Alex Karp on CNBC
7-8-2026 ($)
•XBOX Cuts
•Bundling and the Internet Solvent
•Transaction, Coordination, and Sunk Costs
A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta's next earnings call.
Very sad news, on a human level, an industry level, and a personal level.
I didn’t know Om super well, but he was one of the pioneers that made Stratechery possible. And my most vivid memory of him is some truly excellent device that he unilaterally reached out to give me right when I got started that was both right and that I have held onto. A generous man.
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