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Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company...
3 weeks ago
1

Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face

from Stratechery by Ben Thompson [alt+shift+b] in startups

3 weeks ago
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
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Meta Earnings, Meta’s Timing Problems, The Financial Tail Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
3rd Aug 2026
1

Meta Earnings, Meta’s Timing Problems, The Financial Tail

from Stratechery by Ben Thompson [alt+shift+b] in startups

3rd Aug 2026
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
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A Script for Mark Zuckerberg A script for what Mark Zuckerberg should say on Meta's next earnings call.
7th Jul 2026
1

A Script for Mark Zuckerberg

from Stratechery by Ben Thompson [alt+shift+b] in startups

7th Jul 2026
A script for what Mark Zuckerberg should say on Meta's next earnings call.
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2026.18: Long-term, Peripheral & Myopic Visions The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of...
1st May 2026
2

2026.18: Long-term, Peripheral & Myopic Visions

from Stratechery by Ben Thompson [alt+shift+b] in startups

1st May 2026
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
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Anthropic and Alignment Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate,...
2nd Mar 2026
1

Anthropic and Alignment

from Stratechery by Ben Thompson [alt+shift+b] in startups

2nd Mar 2026
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, it position is intolerable and misaligned with reality.
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AI and the Human Condition AI might replace all of the jobs; that's only a problem if you think that humans will care, but if...
5th Jan 2026
1

AI and the Human Condition

from Stratechery by Ben Thompson [alt+shift+b] in startups

5th Jan 2026
AI might replace all of the jobs; that's only a problem if you think that humans will care, but if they care, they will create new jobs.
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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...
1st Dec 2025
1

Google, Nvidia, and OpenAI

from Stratechery by Ben Thompson [alt+shift+b] in startups

1st Dec 2025
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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2025.43: The Cost of Resiliency The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1...
24th Oct 2025
1

2025.43: The Cost of Resiliency

from Stratechery by Ben Thompson [alt+shift+b] in startups

24th Oct 2025
The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.
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