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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Articles

An Interview with Dan Kim and Hassan Khan About CHIPS

1 week ago | stratechery.com | Ben Thompson

Good morning,This week’s Stratechery Interview is with Dan Kim and Hassan Khan. The CHIPS and Science Act was passed in 2022 to encourage the manufacturing of semiconductor chips in the U.S.; it included $39 billion in subsidies for chip manufacturing on U.S. soil, $13 billion for semiconductor research and workforce training, and a 25% investment tax credit for semiconductor manufacturing equipment. Kim and Khan helped distribute that money. Kim was the Chief Economist of the CHIPS Program Office.
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls – Stratechery by Ben Thompson

1 week ago | stratechery.com

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces

1 week ago | stratechery.com | Ben Thompson

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition. 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.
ChatGPT Memory, Boundaries and AI Companions, Auren

1 week ago | stratechery.com | Ben Thompson

Good morning,On last Thursday’s Sharp Tech, Andrew and I discussed the then-current state of Trump’s trade war, including the history of Apple manufacturing and how and when tech built up its supply chain in Asia. Plus, at the end, I give my trip report from my vacation visit to the Japan Grand Prix. On to the Update:From Ars Technica:OpenAI today announced a significant expansion of ChatGPT’s customization and memory capabilities.
2025.15: Liberation and Whiplash

1 week ago | stratechery.com | Ben Thompson

Hello! And welcome to a new feature called “This Week in Stratechery.” Each week, on Fridays, we’re going to be putting together a digest of everything that’s been released in the Stratechery Plus universe, and highlight a few of our favorite podcasts and articles. We’ll also, for free subscribers, unlock at least one paid Update or podcast — look for the highlighted links. We’ve been publishing TWiS in beta since the beginning of 2025 — the archives are here — and now we’re live.
2025.13: YouTubeTV and Big Tech Realities

1 week ago | stratechery.com | Ben Thompson

Here were a few of our favorites from Stratechery Plus this week. Opportunities and Constraints for Google. Monday’s Stratechery Article focused on multiple dimensions of Google’s strategy, but the lessons apply to big tech in general. On one hand, there’s a tremendous opportunity for Google to make YouTubeTV an aggregator of various streaming platforms, and structurally speaking, YouTubeTV should probably be the entry point for mass television audiences of the future.
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture

2 weeks ago | stratechery.com | Ben Thompson

Good morning,This week’s Stratechery Interview is with Google Cloud CEO Thomas Kurian. Kurian joined Google to lead the company’s cloud division in 2018; prior to that he was President of Product Development at Oracle, where he worked for 22 years. I previously spoke to Kurian in March 2021 and April 2024. The occasion for this Interview was Kurian’s Google Cloud Next conference keynote.
American Disruption

2 weeks ago | stratechery.com | Ben Thompson

I have a few informal guidelines that govern my writing on Stratechery, including “Don’t post more than one front-page Article a week”, “Don’t talk about my writing process”, and “Don’t start Articles with ‘I’”; it’s an extraordinary week, though, so I’m breaking a few rules. There are three old Stratechery Articles that, after reflection, missed the mark in different ways.
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk

2 weeks ago | stratechery.com | Ben Thompson

A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development. 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.
Trade, Tariffs, and Tech

2 weeks ago | stratechery.com | Ben Thompson

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military expert, but my assumption is that China would be successful; the biggest unknown variable would be time.