Stratechery

Stratechery offers insights into the strategic and business aspects of technology and media, as well as how technology influences society. While weekly articles are available at no cost, subscribers can access three exclusive Daily Updates each week. The New York Times has recognized Stratechery as “one of the most intriguing sources of analysis on any topic.” With subscribers from more than 85 countries, it attracts a diverse audience that includes technology executives, professionals from sectors affected by technology, venture capitalists, investors, and many others eager to learn about the transformative effects of the Internet.

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2025.26: Two Years Into a New Era for Big Tech

1 day ago | stratechery.com | 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. Stratechery Plus will be on summer break next week; the next Update will be on July 7.
An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons

2 days ago | stratechery.com | Ben Thompson

An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.
Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition

3 days ago | stratechery.com | Ben Thompson

The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress can do more. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Talent Wars, NBA Money, AI Money

4 days ago | stratechery.com | Ben Thompson

Top AI talents is starting to get NBA level money — and they might still be underpaid. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.
Checking In on AI and the Big Five

5 days ago | stratechery.com | Ben Thompson

This is how I opened January 2023’s AI and the Big Five:The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. It seems clear to me that this is a new epoch in technology.
2025.25: Snapshots of an Evolving AI Landscape

1 week ago | stratechery.com | 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 favorites this week. OpenAI Gets Testy and xAI Gets Expensive.
xAI Raising Money, xAI and Oracle, Xbox = Windows

1 week ago | stratechery.com | Ben Thompson

Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective

1 week ago | stratechery.com | Ben Thompson

Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested). Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
WBD Split, HBO and Warner, Whither Sports?

1 week ago | stratechery.com | Ben Thompson

WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.
2025.24: Apple and Its Safe Place

2 weeks ago | stratechery.com | 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 favorites this week. Apple Retreats at WWDC.