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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English

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#144823

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#62655

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Articles

Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon

3 days ago | stratechery.com | Ben Thompson

Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them. 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.
Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion

4 days ago | stratechery.com | Ben Thompson

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone. 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.
2025.22: What LLMs Could Be in the Workplace

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. A Human-Agent Epiphany.
An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust

1 week ago | stratechery.com | Ben Thompson

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services. 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.
The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality

1 week ago | stratechery.com | Ben Thompson

The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality. 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.
Claude 4, Anthropic Agents, Human-AI Agents

1 week ago | stratechery.com | Ben Thompson

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. 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.
2025.21: The Upheaval Coming for the Internet Economy

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. Will AI Kill the Web, or Save It?
OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem

2 weeks ago | stratechery.com | Ben Thompson

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response. 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.
Google I/O, The Search Funnel, Product Possibilities

2 weeks ago | stratechery.com | Ben Thompson

Google I/O was impressive and overwhelming, but the only product that impressed was Search. 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.
The Agentic Web and Original Sin

2 weeks ago | stratechery.com | Ben Thompson

Ethan Zuckerman wrote in The Atlantic in 2014:I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of choosing advertising as the default model to support online content and services.