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GeezerVison is showing stratechery.com — Google – Stratechery by Ben Thompson

Companies

Google

  • The Google Capital Company

    Tuesday, June 2, 2026

    Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.

  • Google, Nvidia, and OpenAI

    Monday, December 1, 2025

    OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.

  • Gemini 1.5 and Google’s Nature

    Wednesday, April 10, 2024

    Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

  • Google’s True Moonshot

    Monday, December 18, 2023

    Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.

  • Google’s Go-to-Market Gap

    Thursday, May 19, 2016

    Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.

  • The Android Detour

    Wednesday, May 15, 2013
    The Android Detour

    Google is at its best when its product focus follows its business model; for too long Android was a detour.

  • Google Earnings, Facebook Déjà Vu, The Agent Play

    Monday, November 2, 2026

    Listen to Podcast

    Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for.


  • Anthropic S-1, The Cost of Compute, Who Is Paying?

    Tuesday, October 27, 2026

    Listen to Podcast

    Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.


  • Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku

    Tuesday, August 25, 2026

    Listen to Podcast

    Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.


  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026

    Listen to Podcast

    Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.


  • Nvidia’s Risky Business

    Tuesday, August 11, 2026

    Listen to Podcast

    Watch on YouTube

    Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.


  • Google Earnings, The Frontier Case, Amazon Earnings

    Wednesday, August 5, 2026

    Listen to Podcast

    Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.


  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026

    Listen to Podcast

    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.


  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026

    Listen to Podcast

    An interview with Ben Bajarin about WWDC and the status of the AI compute industry.


  • Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

    Monday, June 8, 2026

    Listen to Podcast

    Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.


  • The Google Capital Company

    Tuesday, June 2, 2026

    Listen to Podcast

    Watch on YouTube

    Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.


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Updates

  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
  • The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

    Tuesday, November 10, 2026
  • Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

    Monday, November 9, 2026
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Stratechery Plus

Podcasts

  • Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

    Sharp China | Nov 11
    Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
  • The Jensen Huang Affair

    Dithering | Nov 10
    The Jensen Huang Affair

Stratechery Plus

Interviews

  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
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Sharp Text

Articles

  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 2026
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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

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