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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

Stratechery by Ben Thompson

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
https://stratechery.com/2026/netflix-earnings-is-netflix-washed-additional-notes/

stratechery.comNetflix Earnings, Is Netflix Washed?, Additional Notes – Stratechery by Ben Thompson

Daring Fireball

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

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

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
https://stratechery.com/2026/ibm-misses-ibms-mainframe-moat-ibms-many-ai-problems/

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

Stratechery by Ben Thompson

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
https://stratechery.com/2026/the-openai-super-app-chatgpt-codex-whither-chat/

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

Stratechery by Ben Thompson

Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
https://stratechery.com/2026/apple-sues-openai-apples-real-problem/

stratechery.comApple Sues OpenAI, Apple’s Real Problem – 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

The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.
https://stratechery.com/2026/muse-image-grok-4-5-alex-karp-on-cnbc/

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

Stratechery by Ben Thompson

Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
https://stratechery.com/2026/xbox-cuts-bundling-and-the-internet-solvent-transaction-coordination-and-sunk-costs/

stratechery.comXBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs – Stratechery by Ben Thompson

Stratechery by Ben Thompson

Listen to this post:
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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 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

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

My experience and reflections on vibe coding an app that I plan on actually using regularly.
https://stratechery.com/2026/my-vibe-coding-adventure-the-app-and-the-experience-ten-takeaways/

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

Stratechery by Ben Thompson

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.
https://stratechery.com/2026/memory-chips-and-china-microsoft-and-chinese-models/

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

Stratechery by Ben Thompson

Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U.
https://stratechery.com/2026/apple-price-increases-apple-intelligence-and-the-e-u/

stratechery.comApple Price Increases, Apple Intelligence and the E.U. – 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

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.
https://stratechery.com/2026/an-interview-with-michael-morton-about-e-commerce-in-the-age-of-ai/

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

Stratechery by Ben Thompson

The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility.
https://stratechery.com/2026/the-state-of-fable-the-jailbreak-problem-spacex-acquires-cursor/

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

Stratechery by Ben Thompson

The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
https://stratechery.com/2026/fox-buys-roku-the-problem-with-foxs-smart-strategy-streaming-that-works/

stratechery.comFox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works – 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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