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

Companies

Stratechery

  • An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast

    Thursday, February 12, 2026

    Listen to Podcast

    An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery.


  • Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix

    Thursday, October 16, 2025

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    Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance.


  • Stratechery Plus + Asianometry

    Monday, January 20, 2025

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    Stratechery Plus adds Asianometry


  • MKBHDs For Everything

    Tuesday, April 16, 2024

    Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.


  • Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service

    Tuesday, August 8, 2023

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    Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI


  • The Unified Content Business Model

    Tuesday, May 2, 2023

    Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.


  • Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

    Tuesday, March 14, 2023

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    Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.


  • Sharp Tech and Stratechery Plus

    Tuesday, September 20, 2022

    Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and Dithering.


  • Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata

    Wednesday, June 22, 2022

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    Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.


  • An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra

    Thursday, May 12, 2022

    Listen to Podcast

    An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.


Stratechery Plus

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Stratechery Plus

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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All Content

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