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Stratechery

@stratechery

Articles and Updates from https://teapawt.org/t.co/A7bGqyJ7db. For the author, follow @benthompson.

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Joined March 2013
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2026.46: The End of Jensen The best Stratechery content from the week of November 9, 2026, including the shocking demise of Jensen Huang; enterprise, consumer and Intel; and professional basketbal. stratechery.com/2026/the-end…
2026.46: The End of Jensen

2026.46: The End of Jensen

The best Stratechery content from the week of November 9, 2026, including the shocking demise of Jensen Huang; enterprise, consumer and Intel; and professional basketbal.

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11-12-2026 ($) Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge stratechery.com/2026/sharp-t…
Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery

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11-12-2026 An Interview With Roblox CEO David Baszucki About Aggregating Play stratechery.com/2026/an-inte…
An Interview With Roblox CEO David Baszucki About Aggregating Play

An Interview With Roblox CEO David Baszucki About Aggregating Play

An interview with Roblox CEO David Baszucki about how AI is transforming game creation, and why that opens up huge opportunities to both enable developers and make Roblox both an Aggregator and a p…

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11-11-2026 ($) •Intel Earnings •AMD Earnings •Intel and AMD’s Divergence stratechery.com/2026/intel-e…
Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Intel and AMD’s diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.

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11-10-2026 ($) •The Jensen Huang Story Gets Worse •Washington vs. New York •Silicon Valley stratechery.com/2026/the-jen…
The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?

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11-9-2026 ($) •Jensen Huang’s Affair •The Culper Report •Huang’s Righteousness stratechery.com/2026/jensen-…
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.

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2026.45: Falling Leaves (and Stocks) The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China. stratechery.com/2026/falling…
2026.45: Falling Leaves (and Stocks)

2026.45: Falling Leaves (and Stocks)

The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.

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11-6-2026 ($) Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI stratechery.com/2026/sharp-t…
Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response...

Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response...

Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery

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11-5-2026 An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI stratechery.com/2026/an-inte…
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.

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AI on the Ballot Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent? stratechery.com/2026/ai-on-t…
AI on the Ballot

AI on the Ballot

Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

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11-3-2026 ($) •Apple Earnings •Memory Problems •The Hardware Company Regression stratechery.com/2026/apple-e…
Apple Earnings, Memory Problems, The Hardware Company Regression

Apple Earnings, Memory Problems, The Hardware Company Regression

Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?

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11-2-2026 ($) •Google Earnings •Facebook Déjà Vu •The Agent Play stratechery.com/2026/google-…
Google Earnings, Facebook Déjà Vu, The Agent Play

Google Earnings, Facebook Déjà Vu, The Agent Play

Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for.

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2026.44: At Long Last… The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now. stratechery.com/2026/at-long…
2026.44: At Long Last…

2026.44: At Long Last…

The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now.

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10-30-2026 ($) Sharp Tech on Video: Anthropic's S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers! stratechery.com/2026/sharp-t…
Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything,...

Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything,...

Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.

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10-29-2026 An Interview with Palantir CTO Shyam Sankar About the AI Religious War stratechery.com/2026/an-inte…
An Interview with Palantir CTO Shyam Sankar About the AI Religious War

An Interview with Palantir CTO Shyam Sankar About the AI Religious War

An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.

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10-28-2026 ($) •Meta Earnings •Muse and the Frontier •Musebook stratechery.com/2026/meta-ea…
Meta Earnings, Muse and the Frontier, Musebook

Meta Earnings, Muse and the Frontier, Musebook

Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute.

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10-27-2026 ($) •Anthropic S-1 •The Cost of Compute •Who Is Paying? stratechery.com/2026/anthrop…
Anthropic S-1, The Cost of Compute, Who Is Paying?

Anthropic S-1, The Cost of Compute, Who Is Paying?

Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.

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The End of the Internet The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears. stratechery.com/2026/the-end…
The End of the Internet

The End of the Internet

The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.

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2026.43: A New Era The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything stratechery.com/2026/a-new-e…
2026.43: A New Era

2026.43: A New Era

The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.

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10-23-2026 ($) Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses stratechery.com/2026/sharp-t…
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery

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