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Stratechery by Ben Thompson

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by New York Yankees/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.

stratechery.comFriction and Feedback – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
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Good morning,
This week’s Stratechery interview is with OpenAI President and co-founder Greg Brockman. Brockman dropped out of college in 2010 to join Stripe, and rose to become the company’s CTO; he left in 2015 and co-founded OpenAI, where he also served as CTO. Today, after an interesting few years, Brockman is President of OpenAI, and is the face of yesterday’s announcement of Astra, OpenAI’s newest

stratechery.comAn Interview with OpenAI President Greg Brockman About Astra and Alignment – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comFable 5.1, Enterprise Frontier Safeguards – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comNvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comMeta Settles, A Framework For Regulating Content, The Rest of Big Tech – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Natalie Behring/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.

stratechery.comInternet Hype and Real World Change – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comApple Updates Mini and Studio, AI Computers, OpenAI Jalapeño – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comNetflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
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While not every Western followed the cliché, by the 1930s cowboy serials had landed on a consistent visual cue: the hero of the show wore a white hat, and the villain wore a black one. At the end of the day, however, they both were cowboys with cowboy hats.
Westerns aren’t much of a cultural touchpoint anymore,

stratechery.comAutonomy and Innovation – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Adam Mares, Greatest of All Talk)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings

stratechery.comApp Snore – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comApple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comNvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comStripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Underwood Archives/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in

stratechery.comThe CapEx Train Keeps Rolling – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comAnthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
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On January 1, 1870, Jay Cooke, hailed as an American hero for his role in financing the Union effort in the Civil War, signed a contract that would, if you squint, lead to world war.
In 1864, Congress had created the Northern Pacific Railway Company with the goal of linking the Great Lakes and Puget Sound with

stratechery.comNvidia’s Risky Business – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comApple Earnings, More on Amazon’s Earnings – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Ethan Miller/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.
On

stratechery.comEarnings and Learnings – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comGoogle Earnings, The Frontier Case, Amazon Earnings – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comMicrosoft Earnings, Microsoft vs. Meta, The Efficiency Payoff – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
Good morning,
I am happy to be back, and not a moment too soon. When I scheduled this vacation I knew I would come back to a flood of earnings news; I’m going to focus on working through those this week, but I also think this was a very productive break in terms of thinking bigger picture about AI and its implications. I’m very excited to get back to writing, both about these near term results and long-term considerations.
In case you missed it, on

stratechery.comMeta Earnings, Meta’s Timing Problems, The Financial Tail – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Ng Han Guan-Pool/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.

stratechery.comThe Copium Wars – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comOpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comNetflix Earnings, Is Netflix Washed?, Additional Notes – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
There’s a story I tell about my first day in STRT-431 at Kellogg School of Management, the introductory class that every first-year MBA was required to take; I leafed through the readings and case studies and was dismayed that there weren’t any tech companies on the docket. Me being me, I spoke to the professor after class wondering why, and was told that the goal of the course was not to necessarily learn about specific industries, but rather to uncover broadly applicable universal principles

stratechery.comWho’s Afraid of Chinese Models? – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
Jean Pigozzi via Andy Hertzfeld on left, GenAI via Muse Image on right
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings

stratechery.comMainframes and Main Characters – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comIBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comThe OpenAI Super App, ChatGPT = Codex, Whither Chat – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comApple Sues OpenAI, Apple’s Real Problem – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Jeff Christensen/Liaison)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.
On

stratechery.comXBOX On the Rocks – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comMuse Image, Grok 4.5, Alex Karp on CNBC – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comXBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
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The setting: Meta’s earnings call in early August, 2026.
The speaker: Meta CEO Mark Zuckerberg.
Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call. Our remarks today will include forward-looking statements, which are based on assumptions as of today.

stratechery.comA Script for Mark Zuckerberg – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6.
Dithering, Sharp Tech, and Sharp China will also return the week of July 6. Greatest of All Talk and Asianometry will continue to publish.
The full Stratechery posting schedule is

Stratechery by Ben Thompson
Stratechery by Ben Thompson
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.
On that note, here were a few of our

stratechery.comSummer Vibes – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comMy Vibe Coding Adventure, The App and the Experience, Ten Takeaways – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comMemory Chips and China, Microsoft and Chinese Models – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comApple Price Increases, Apple Intelligence and the E.U. – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
(Photo by Ronald Cortes/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.
On

stratechery.comThe Stuff of Myth(os) – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comAn Interview with Michael Morton About E-Commerce in the Age of AI – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comThe State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson

stratechery.comFox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works – Stratechery by Ben Thompson
Stratechery by Ben Thompson
Stratechery by Ben Thompson
Ben Thompson, in his weekly free column at Stratechery:
On one hand, I actually don’t begrudge Anthropic not wanting to help its competitors; on the other hand, what should be blisteringly clear is that Anthropic does not think that anyone else other than them should even be making frontier LLMs.
What makes this policy all the more remarkable is the fact that it was enacted only two months after Anthropic had that dispute with the Department of War: the latter wanted to use Claude for any

stratechery.comAnthropic’s Safety Superpower – Stratechery by Ben Thompson

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