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
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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Great to sit down with @stratechery’s @benthompson after #MadeOnYouTube. We talked about how media has evolved over the years and how @youtube stays at the cutting edge of innovation across AI, the living room, video podcasts and more.
9-17-2025 An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators https://t.co/ptONpaLmJx
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Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus https://t.co/pE1ot02qTp
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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9-17-2025 An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators https://t.co/ptONpaLmJx
stratechery.com
An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.
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Still tired of pre-recorded launch events but nice to at least see Apple go to a real city
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Is it really aluminum if Jony Ive isn't pronouncing it aluminium
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9-9-2025 ($) •SpaceX Buys Spectrum •Spectrum Specifics •SpaceX's Big Bet https://t.co/mqiMZSMOHY
stratechery.com
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
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9-3-2025 ($) •Google Remedy Decision •Reasonable Remedies •The Google Patronage Network https://t.co/5MsHO3FhuO
stratechery.com
Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo.
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8-28-2025 ($) •Nvidia Earnings •Moats and China •Nvidia vs. the AI Labs https://t.co/a5TvK39df3
stratechery.com
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China.
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8-27-2025 ($) •KPop Demon Hunters •Sony’s Risk •The Netflix Aggregator https://t.co/OAe6mAPmPi
stratechery.com
KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator.
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U.S. Intel The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable. https://t.co/8dcz5R9v7Y
stratechery.com
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports This episode is free for everyone. https://t.co/FHvhbIv7jt
sharpchina.fm
Sharp China - Understanding China and how China impacts the world
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