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Analyst / Writer
Ben Thompson
Founder and author of Stratechery, the most influential independent tech strategy newsletter. Creator of Aggregation Theory. Co-host of Sharp Tech and Dithering podcasts. Based in Taiwan, offering unique perspective on US-China tech dynamics.
Known For
StratecheryAggregation TheorySharp TechTech strategy analysis
Canon
The AI Doom Cycle: Emotional Arc From Skepticism to Grounded Adoption
Curious
AI Scaling Laws
Curious
Biographies as Substitute Mentors
Canon
The China-Russia Alliance: From Transactional to Structural
Curious
Efficiency Gains Create Systemic Fragility
Canon
Environment Shapes Behavior More Than Willpower
Canon
False Information Spreads Faster and Further Than Truth
Canon
Goodhart's Law: When the Measure Becomes the Target
Canon
Government-Mandated AI Model Shutdown as Regulatory Precedent
Canon
The Hedonic Treadmill — Happiness Returns to Baseline
Canon
Focus Only on What You Can Control
Canon
The True Self vs. False Self — Childhood Adaptations That Persist Into Adulthood
Canon
Episodes
#Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom AngstSep 10, 2026#(Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D PrintingSep 3, 2026#(Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and PerformanceAug 28, 2026#Ben Thompson on Big Tech, China, and the AI Boom Running Out of MoneyAug 18, 2026#(Preview) Nvidia's Answer to Capital Constraints, Google's Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe CodingAug 14, 2026#(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational AwarenessAug 6, 2026#(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model ConundrumJul 23, 2026#(Preview) The Continuing Adventures of OpenAI, Apple's Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings TimeJul 17, 2026#(Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in NatureJul 10, 2026#(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix SoccerJun 26, 2026#(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous DrivingJun 19, 2026#(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce BacklashMay 29, 2026#(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon's Lawsuit, Intel, AppleMay 15, 2026#(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable DevicesMay 1, 2026#(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with ElonApr 17, 2026#Spotify and Netflix vs. YouTube: The New Media WarOct 16, 2025#Google's Gemini and the TPU AdvantageJul 14, 2025#AI and the Winner's CurseApr 7, 2025#The Rise of Sovereign AIJan 20, 2025#Google Lost: What the Antitrust Ruling MeansAug 5, 2024#Apple's AI Gap: Integration vs. InnovationJun 17, 2024#AI Is Going to Destroy Search — And That's OKMay 21, 2024#10 Years of Stratechery: Best and Worst TakesApr 18, 2024#Apple at 50: The Integration AdvantageApr 1, 2024#The OpenAI Saga: Governance, Power, and AINov 20, 2023#Threads, Twitter, and the Future of Text-Based SocialJul 10, 2023#TikTok's Algorithmic RevolutionJan 17, 2023#Aggregation Theory RevisitedOct 5, 2021