Stratechery
@stratechery
Articles and Updates from For the author, follow @benthompson.
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A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta's next earnings call.
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.
6-8-2026 ($)
•Google Buys Compute From SpaceX
•Broadcom’s Outlook
•Apple’s AI Politics
The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
5-28-2026 ($)
An Interview with Eric Seufert About Models and Ads, and AI's Upside for Humanity
