Ben Thompson
@benthompson
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Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Taipei, Taiwan
Joined December 2006
11-12-2025 ($) •Microsoft Earnings •CoreAI/MantleAI •Additional Notes https://t.co/5Cuic0BXAv
stratechery.com
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
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11-11-2025 ($) •SpaceX Buys More Spectrum •SpaceX's Pivot •Why Apple and SpaceX Should Partner https://t.co/O2VtN7LAr9
stratechery.com
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences.
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Another briliant -- and optimistic -- discussion of the AI bubble by @BenThompson of @Stratechery.
The Benefits of Bubbles We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated innovation that result? https://t.co/bmHFQQrclV
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11-6-2025 ($) An Interview with Michael Morton About AI E-Commerce https://t.co/7agCjqxEX3
stratechery.com
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.
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The Benefits of Bubbles We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated innovation that result? https://t.co/bmHFQQrclV
stratechery.com
We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?
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11-4-2025 ($) •Amazon Earnings •AWS and OpenAI •Did Amazon Solve Groceries? https://t.co/FnqWk9uRCY
stratechery.com
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else.
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11-3-2025 ($) •Google Earnings •Meta Earnings •The Cost of Reality Labs https://t.co/mwrcvhrJ7T
stratechery.com
Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI.
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Amazing video, particularly the end https://t.co/aobL5Jxrw0
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When performance meets style, it looks like this. JAXXON, the choice of athletes who never compromise.
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The good news is that after 10+ failed attempts to buy tickets, I finally had a transaction go through. The bad news is that the tickets are not in my account even though my credit card was (finally) charged and the seats are no longer available. Do I have tickets? Who knows!
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Nothing will do more to make you a fervent anti-monopolist than trying to make a simple transaction on Ticketmaster
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Resiliency and Scale Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency. https://t.co/2yQfTFFaf8
stratechery.com
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
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Great site example! @stratechery was built on Twitter. It was always disappointing it basically died as a distribution channel, but what really bummed me out is that others didn’t have the same opportunity to get big enough to manage without. Very glad to see these changes.
We're testing a new link experience, starting on iOS -- to make it easier for your followers to engage with your post while browsing links. For creators, a common complaint is that posts with links tend to get lower reach. This is because the web browser covers the post and
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Bitcoin and Ordinals can both be viewed as conceptual art. Bitcoin explores the concept of digital ownership. Ordinals, the concept of immaterial objects. @OnChainMonkey (OCM), expressed through a distinctive PFP, is conceptual art created around the question of how far one can
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This is the first post for a new project called SHARP TEXT. Going forward, in addition to all of my podcasts, I’ll be publishing once a week on tech, hoops and/or geopolitics. Very excited to be writing again!
Did Xi Jinping Just Have A Bad Moment? A closer look at the trade war, and what China may be misreading about the U.S. as it sends an ominous message to the rest of the world. Full article here: https://t.co/URCO577Npc
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10-15-2025 ($) An Interview with Gracelin Baskaran About Rare Earths https://t.co/1rjei7RTB5
stratechery.com
An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward?
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10-8-2025 An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout https://t.co/uOgL5RYEUU
stratechery.com
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
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OpenAI’s Windows Play OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers. https://t.co/0YspZoWCan
stratechery.com
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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Live demos continue to rule. Paid more attention to this 8 minute agent building demo than any 8 minute segment of a recent Apple keynote/marketing video.
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Sora, AI Bicycles, and Meta Disruption Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta. https://t.co/iNl7tAJB7s
stratechery.com
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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The YouTube Tip of the Google Spear I've come to appreciate Google's amorphous nature; what makes me bullish is the clarity of YouTube's AI opportunity. https://t.co/Gk39jnMayl
stratechery.com
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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