Stratechery @stratechery
Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson. stratechery.com Joined March 2013-
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6-3-2026 ($) •The Nvidia AI PC •Project Solara •Microsoft AI stratechery.com/2026/the-nvidi…
The Google Capital Company Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity. stratechery.com/2026/the-googl…
6-1-2026 ($) •YouTubers Win the Box Office •Goodbye Gatekeepers •The YouTube Bar stratechery.com/2026/youtubers…
2026.22: Luceing Their Mind The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China. stratechery.com/2026/luceing-t…
5-28-2026 ($) An Interview with Eric Seufert About Models and Ads, and AI's Upside for Humanity stratechery.com/2026/an-interv…
The SpaceX IPO and Data Centers in Space There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough. stratechery.com/2026/the-space…
5-26-2026 ($) •Nvidia Earnings •The AI Stack •Nvidia's New Reporting stratechery.com/2026/nvidia-ea…
2026.21: The Data Center Veto The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold. stratechery.com/2026/the-data-…
5-21-2026 ($) An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web stratechery.com/2026/an-interv…
5-20-2026 ($) •Google I/O •World Models •I/O Spaghetti stratechery.com/2026/google-i-…
5-18-2026 ($) •Data Center Discontent •Understanding the Opposition •Fixing the Problem stratechery.com/2026/data-cent…
2026.20: Shifting Alliances in a Changing World The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations. stratechery.com/2026/shifting-…
5-14-2026 ($) An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference stratechery.com/2026/an-interv…
5-13-2026 ($) •The Deployment Company •Back to the 70s •Apple and Intel stratechery.com/2026/the-deplo…
5-12-2026 ($) •SpaceX and Anthropic •xAI’s Two Companies •Elon Musk and SpaceXAI’s Future stratechery.com/2026/spacex-an…
The Inference Shift Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved. stratechery.com/2026/the-infer…
2026.19: Earning & Spending The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics. stratechery.com/2026/earning-s…
5-7-2026 ($) An Interview with Joanna Stern About Living With AI stratechery.com/2026/an-interv…
5-6-2026 ($) •Microsoft Earnings •Apple Earnings stratechery.com/2026/microsoft…
Amazon’s Durability Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term. stratechery.com/2026/amazons-d…
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Ben Thompson @benthompson
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