Stratechery by Ben Thompson
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Stratechery by Ben Thompson
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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America

    Greatest Of All Talk | Nov 25
    A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America
Companies

Mira

  • Quest vs. Vision, Vision and the Mac, Apple Acquires Mira

    Wednesday, June 7, 2023

    Listen to Podcast

    Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple’s most recent acquisition.


Stratechery Plus

Updates

  • Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?

    Tuesday, November 25, 2025
  • Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing

    Monday, November 24, 2025
  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
View All

Stratechery Plus

Podcasts

  • A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America

    Greatest Of All Talk | Nov 25
    A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America
  • Futures: iPhone Air and Tim Cook

    Dithering | Nov 25
    Futures: iPhone Air and Tim Cook
  • Cloudflare and the Tragedy of the Commons

    Dithering | Nov 21
    Cloudflare and the Tragedy of the Commons

Stratechery Plus

Interviews

  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
  • An Interview with Unity CEO Matthew Bromberg About Turnarounds

    Thursday, November 13, 2025
  • An Interview with Michael Morton About AI E-Commerce

    Thursday, November 6, 2025
View All

Sharp Text

Articles

  • The Definitive Ranking of Tech Company Takeability
    Friday, November 21, 2025
  • The NBA Cup Doesn’t Have to Be Terrible
    Friday, November 14, 2025
  • A Dissenting View on Trump’s Tariffs
    Friday, November 7, 2025
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More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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All Articles

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?

    Tuesday, November 25, 2025
  • Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing

    Monday, November 24, 2025
  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
View All

Stratechery Plus

Podcasts

  • A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America

    Greatest Of All Talk | Nov 25
    A Gratitude Draft in Both Directions, The Derik Queen Revival in New Orleans, Quarter-Zips Sweep America
  • Futures: iPhone Air and Tim Cook

    Dithering | Nov 25
    Futures: iPhone Air and Tim Cook
  • Cloudflare and the Tragedy of the Commons

    Dithering | Nov 21
    Cloudflare and the Tragedy of the Commons

Stratechery Plus

Interviews

  • An Interview with Eric Seufert About Advertising and AI

    Thursday, November 20, 2025
  • An Interview with Unity CEO Matthew Bromberg About Turnarounds

    Thursday, November 13, 2025
  • An Interview with Michael Morton About AI E-Commerce

    Thursday, November 6, 2025
View All

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