Stratechery
@stratechery
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Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson.
Joined March 2013
Netflix and a Hollywood Chill The best Stratechery content from the week of January 8, 2025, including why Netflix wants Warner, more on Netflix, and all about Flighty. https://t.co/z9eUMDJBZC
stratechery.com
The best Stratechery content from the week of January 8, 2025, including why Netflix wants Warner, more on Netflix, and all about Flighty.
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12-11-2025 ($) An Interview with Ryan Jones About Flighty and Building Apps in 2025 https://t.co/KQb452rGyY
stratechery.com
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.
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12-10-2025 ($) •Trump Allows H200 Sales to China •The Sliding Scale •A Good Decision https://t.co/vFD21rPi0F
stratechery.com
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
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12-9-2025 ($) An Emergency Interview with Michael Nathanson About Netflix's Acquisition of Warner Bros. https://t.co/oNrYbWxrOP
stratechery.com
An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game.
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Netflix and the Hollywood End Game Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube. https://t.co/Y7ZFprmcaL
stratechery.com
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Conflicts, Consternation, and Code Red The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian's history and near future, and Code Red at OpenAI. https://t.co/kjOyMnTpxC
stratechery.com
The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.
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12-4-2025 An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI https://t.co/so2HAeIGPb
stratechery.com
An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI.
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12-3-2025 ($) •AWS re:Invent •Agents for AWS •Nova Forge https://t.co/GSSVELzkVu
stratechery.com
AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one.
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12-2-2025 ($) •OpenAI Code Red •AWS and Google Cloud Networking https://t.co/5vYVryb9TB
stratechery.com
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds.
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Google, Nvidia, and OpenAI OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator. https://t.co/3Rk3smQ2WE
stratechery.com
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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11-25-2025 ($) •Opus 4.5 and Anthropic's Aligned Enterprise Strategy •ChatGPT Shopping Research •Meta to Use TPUs? https://t.co/W9BDxhsm5q
stratechery.com
Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new consumer features, and Meta might use Google’s TPUs
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11-24-2025 ($) •Nvidia Earnings •Power, Scarcity, and Marginal Costs •OpenAI Hand-wringing https://t.co/QBZC6HAkg0
stratechery.com
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor.
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2025.47: Gemini! At The Disco The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies in tech, and China's unhappiness with Japan's new Prime Minister. https://t.co/CUsmg5rDgU
stratechery.com
The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies in tech, and China’s unhappiness with Japan’s new Prime Min…
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11-20-2025 ($) An Interview with Eric Seufert About Advertising and AI https://t.co/NbPLhDkljE
stratechery.com
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.
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11-19-2025 ($) •Gemini 3 •Winners and Losers •Integration and the Enterprise https://t.co/9BdVXSEEe4
stratechery.com
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
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Robotaxis and Suburbia Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover. https://t.co/35Ui4Jmgah
stratechery.com
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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11-17-2025 ($) •ChatGPT Group Chats •Meta and the Encryption Trade-off •Network Effects and Ad Models https://t.co/SlqDmq46A9
stratechery.com
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
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2025.46: Satellites and Strategy The best Stratechery content from the week of November 10, 2025, including SpaceX buying spectrum and why Apple should be interested, Apple and Google together again, and wondering when America will catch Cup fever. https://t.co/mbjHVhn71k
stratechery.com
The best Stratechery content from the week of November 10, 2025, including SpaceX buying spectrum and why Apple should be interested, Apple and Google together again, and wondering when America wil…
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11-13-2025 An Interview with Unity CEO Matthew Bromberg About Turnarounds https://t.co/ygp6jNSzv4
stratechery.com
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.
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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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