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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    276K Followers
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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6-24-2026 ($) •My Vibe Coding Adventure •The App and the Experience •Ten Takeaways
6-23-2026 ($) •Memory Chips and China •Microsoft and Chinese Models
6-22-2026 ($) •Apple Price Increases •Apple Intelligence and the E.U.
6-18-2026 ($) An Interview with Michael Morton About E-Commerce in the Age of AI
6-17-2026 ($) •The State of Fable •The Jailbreak Problem •SpaceX Acquires Cursor
6-16-2026 ($) •Fox Buys Roku •The Problem With Fox's Smart Strategy •Streaming That Works
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.
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6-11-2026 ($) An Interview with Ben Bajarin About Apple, AI, and Compute
6-10-2026 ($) •Fable 5 •Anthropic Alignment •AI Tiers
The iPhone's Last Stand Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.
It's actually super important that the Siri demo was kind of slow, because it emphasized it was real. Would be even better if it were live, though.
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6-8-2026 ($) •Google Buys Compute From SpaceX •Broadcom’s Outlook •Apple’s AI Politics
The Google Capital Company Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
I’m gonna delete this thread because I think people complaining about airlines on Twitter are pretty lame, including myself! That said, I think the takeaway is that the reason I was upset is precisely because of dashed expectations. If this were American I would have shrugged my shoulders. So I guess that’s a compliment to United, but also a reminder that it’s risky to advertise things (like Starlink) when you can’t yet confidently deliver on them. Anyhow, 28B on Southwest. Let’s go! 😅
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As always, it was fantastic to join Ben Thompson on the @stratechery podcast. We discussed the generative revolution in digital advertising, Meta’s communications challenges, the evolution of Google Search, Apple, AppLovin, and the components of a Prosperous Society.
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This is excellent
We go where we need to be, and today that was @NASAKennedy. Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead. There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems. We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes. @NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible. America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸
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5-28-2026 ($) An Interview with Eric Seufert About Models and Ads, and AI's Upside for Humanity