Stratechery
Vidéos récentes
Frontier Overhangs | Stratechery by Ben Thompson
28 sept. 202617:51EN
PrêtWrite Things Down | Stratechery by Ben Thompson
Lire →15 sept. 202617:38EN
Autonomy and Innovation | Stratechery by Ben Thompson
8 sept. 202615:51EN
Nvidia's Risky Business | Stratechery by Ben Thompson
21 août 202620:22EN
PrêtWho’s Afraid of Chinese Models? | Stratechery by Ben Thompson
Lire →29 juil. 202620:25EN
A Script for Mark Zuckerberg | Stratechery by Ben Thompson
16 juil. 202613:17EN
Anthropic’s Safety Superpower | Stratechery by Ben Thompson
22 juin 202617:04EN
The iPhone’s Last Stand | Stratechery by Ben Thompson
17 juin 202611:21EN
The Google Capital Company | Stratechery by Ben Thompson
10 juin 202613:20EN
The SpaceX IPO and Data Centers in Space | Stratechery by Ben Thompson
4 juin 202617:56EN
The Inference Shift | Stratechery by Ben Thompson
18 mai 202612:50EN
Amazon's Durability | Stratechery by Ben Thompson
13 mai 202619:51EN
Tim Cook’s Impeccable Timing | Stratechery by Ben Thompson
28 avr. 202616:58EN
Mythos, Muse, and the Opportunity Cost of Compute | Stratechery by Ben Thompson
23 avr. 202618:01EN
Apple’s 50 Years of Integration | Stratechery by Ben Thompson
12 avr. 202618:58EN
PrêtAgents Over Bubbles | Stratechery by Ben Thompson
Lire →26 mars 202620:55EN
Anthropic and Alignment | Stratechery by Ben Thompson
9 mars 202620:13EN
The Memory Crowd-Out | Stratechery by Ben Thompson
24 févr. 202611:47EN
Microsoft and Software Survival | Stratechery by Ben Thompson
11 févr. 202618:40EN
TSMC Risk | Stratechery by Ben Thompson
1 févr. 202615:51EN
Apple: You (Still) Don’t Understand the Vision Pro | Stratechery by Ben Thompson
20 janv. 202613:28EN
AI and the Human Condition | Stratechery by Ben Thompson
13 janv. 202614:36EN
Netflix and the Hollywood End Game | Stratechery by Ben Thompson
15 déc. 202514:21EN
Google, Nvidia, and OpenAI | Stratechery by Ben Thompson
8 déc. 202517:13EN
Robotaxis and Suburbia | Stratechery by Ben Thompson
1 déc. 202521:11EN
The Benefits of Bubbles | Stratechery by Ben Thompson
12 nov. 202522:48EN
The Costs of Resiliency | Stratechery by Ben Thompson
28 oct. 202515:56EN
Does OpenAI's Sora Disrupt Meta? | Stratechery by Ben Thompson
21 oct. 202524:52EN
OpenAI's Windows Play | Stratechery by Ben Thompson
13 oct. 202513:59EN
The AI Giant Hidden in Plain Sight | Stratechery by Ben Thompson
1 oct. 202517:24EN
Why People Are So Bummed About Apple | Stratechery by Ben Thompson
18 sept. 202514:41EN
US Intel
1 sept. 202516:03EN
Facebook is Dead. Long Live Meta
21 août 202520:05EN
Paradigm Shifts and the Winner’s Curse | Stratechery by Ben Thompson
15 août 202527:17EN
Content and Community
29 juil. 202526:49EN
Tech Philosophy and AI Opportunity | Stratechery by Ben Thompson
15 juil. 202522:19EN
Checking In on AI and the Big Five
2 juil. 202525:33EN
Apple Retreats
17 juin 202526:45EN
The Agentic Web and Original Sin
28 mai 202520:40EN
We Underrate the Power of Platforms
23 mai 202517:38EN
Apple and the Ghosts of Companies Past
9 mai 202520:50EN
American Disruption
24 avr. 202524:43EN
Why Monopolies Buy Innovation
10 avr. 202516:08EN
Apple AI’s Platform Pivot Potential
30 mars 202527:05EN
Why Chip Controls are a Bad Idea
13 mars 202529:25EN
Deep Research and Knowledge Value
26 févr. 202522:51EN
DeepSeek FAQ
3 févr. 202532:27EN
AI’s Uneven Arrival
27 janv. 202520:22EN
The Gen AI Bridge to the Future | Stratechery by Ben Thompson
27 déc. 202415:57EN
Intel’s Death and Potential Revival
18 déc. 202426:06EN
A Chance to Build
2 déc. 202423:26EN