Guest

Ben Thompson

Organizations

Stratecheryfounder

Interviews

Ben Thompson on tech strategy, Intel's structural failure, and why xAI would be a great acquisition target without X

Ben Thompson: Apple still doesn't get the Vision Pro — just put a camera courtside and stop editing

Ben Thompson: if AI is like nuclear weapons, private companies can't expect to control how governments use it

Mentions

Nvidia posts record $44B quarter despite China chip ban — surpasses Meta in quarterly revenue

Nike's disastrous DTC pivot: Six years off Amazon ends as wholesale-first wins again

Meta cuts 1,500 Reality Labs employees as it shifts investment from metaverse to wearables

John Ternus emerges as Apple's heir apparent as Tim Cook signals succession planning

AI, inequality, and the 22nd century: hosts debate Piketty, Ben Thompson, and whether human happiness is relative or absolute

Zuckerberg testifies four hours at FTC antitrust trial as $450M settlement offer is called 'delusional'

White House takes 10% stake in Intel; analysts split on whether it saves or distorts chip sector

Apple's China supply chain crisis: why Tim Cook's masterpiece may become his undoing

TSMC CapEx bottleneck threatens AI expansion as fab capacity lags surging demand

Ben Thompson's OpenAI critique: AI safety culture cost America the race

Trump administration's Signal leak is great marketing for Signal — and a lesson in government security theater

Ben Thompson's tariff manifesto: is the Trump shock a Nixon moment or something worse?

Sam Altman's OpenAI vision: trillion-dollar compute deals, affiliate revenue, and the path to financial self-sufficiency

Eric Seufert: OpenAI running ads is inevitable — and it will be the most important new ads platform in a decade

Ben Thompson pans Apple's Metallica Vision Pro concert: wrong format, wrong editing approach

Google raises 2025 capex to $85B as cloud backlog hits $106B and Gemini reaches 450M MAUs

Intel's path forward: the bull case for a US-government-backed foundry play

YouTube restores accounts banned over COVID and election policy violations, blaming Biden administration pressure

Apple unveils iPhone 17 lineup: more compute, thinner Air, and India manufacturing shift

OpenAI's 'Code Red' Slack memo: Sam Altman's internal alarm and what it means for the AI race

Ben Thompson's take: Google's strategy of sharing monopoly profits made its antitrust remedy too costly to undo

Microsoft Azure misses on growth as AI sales pitch stumbles with SMBs

Elon's $97B OpenAI bid forces legal reckoning over nonprofit-to-for-profit conversion

How Shein and Temu exploited the $800 de minimis loophole — and why Trump's tariffs could reshape ecommerce

TikTok's full origin story: from Musical.ly to ByteDance spy app — and why the ban was inevitable

Meta hires Alex Wang for 0.5–1% equity in broad AI strategy reset alongside Daniel Gross and Nat Friedman

Meta Connect 2025: Ray-Ban display glasses at $799, failed live demo, and the road to AR dominance