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
RT @stratechery: 8-28-2025 ($) . •Nvidia Earnings.•Moats and China.•Nvidia vs. the AI Labs.
stratechery.com
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China.
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RT @stratechery: 8-27-2025 ($) . •KPop Demon Hunters.•Sony’s Risk.•The Netflix Aggregator.
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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RT @stratechery: 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….
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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RT @sharpchinapod: Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports. This ep….
sharpchina.fm
Sharp China - Understanding China and how China impacts the world
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RT @stratechery: 8-13-2025 ($) . •ChatGPT 5.•Product Trade-Offs.•Personality and Model Upgrades.
stratechery.com
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.
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RT @stratechery: 8-12-2025 ($) . •China AI Chips.•A China Chip Control Framework.•Whither HBM.
stratechery.com
President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction.
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RT @stratechery: Paradigm Shifts and the Winner’s Curse. When paradigms change, previous winners have the hardest time adjusting; that is w….
stratechery.com
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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RT @sharptechpod: Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer….
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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RT @stratechery: 7-30-2025 ($) . •Figma S-1.•The Figma OS.•Figma's AI Potential.
stratechery.com
Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.
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You’re in control. When you speed, you’re more likely to lose it. Learn more about the dangers of driving too fast.
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RT @stratechery: 7-28-2025 ($) . •TSMC Earnings.•A16 and TSMC’s Approach to Backside Power.•Intel Earnings, Architecture, and AI. h….
stratechery.com
TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter.
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RT @stratechery: 7-24-2025 ($) . •Google Earnings.•Google Flips the Switch on Cloud.•Search Notes.
stratechery.com
Google doubles down on AI in the cloud
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I think this, on a topic I have thought a lot about, is excellent.
The joke dies when the mission comes first
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RT @stratechery: 7-22-2025 ($) . •Netflix Earnings.•Apple and F1.
stratechery.com
Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.
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Make America Fentanyl Free supports President Trump’s efforts to end the fentanyl crisis.
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RT @stratechery: Content and Community. The old model for content sprung from geographic communities; the new model for content is to be th….
stratechery.com
The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.
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RT @stratechery: 2025.29: What It Takes to Change the Web. The best Stratechery content from the week of July 14, 2025, including the econo….
stratechery.com
The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.
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RT @sharptechpod: Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy. Thi….
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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ChatGPT gets a computer .
stratechery.com
It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
Today we launched a new product called ChatGPT Agent. Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that.
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The man, the myth, the legend— at least, that’s what Kinta wants to be… . Catch the final arc of DAN DA DAN Season 2, now streaming!.
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RT @stratechery: 7-16-2025 ($) . •Cloudflare's Content Independence Day.•Google's Advantage.•Monetizing AI.
stratechery.com
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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RT @stratechery: 7-14-2025 ($) . •Google and Windsurf.•Stinky Deals.•Chesterton's Fence and the Silicon Valley Ecosystem. https://t….
stratechery.com
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
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RT @sharpchinapod: Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Mo….
sharpchina.fm
Sharp China - Understanding China and how China impacts the world
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