#stratechery
Here's Ben Thompson of Stratechery and Michael Nathanson a Wall Street analyst delighting in the alliance between Silicon Valley tech bros and the Trump Administration, and how "amazing" it is that these forces plan to make AI regulation go away.

We need to smash this kleptocracy.
December 9, 2025 at 11:44 AM
Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case (Ben Thompson/Stratechery)

Main Link | Mediagazer Permalink
December 9, 2025 at 8:50 AM
This tweet appeared under this Techmeme headline:

@stratechery:

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://stratechery.com/...
December 8, 2025 at 12:36 PM
Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case (Ben Thompson/Stratechery)

Main Link | Techmeme Permalink
December 8, 2025 at 12:15 PM
I still can’t read much of Ben Thompson at Stratechery anymore given how much he went along with Zuckerberg and helped promote the Metaverse.

"Mark Zuckerberg’s gamble on the “Metaverse” has lost his company more than $77 billion."
December 5, 2025 at 4:23 PM
Hadn't realized how much more podcast listening I'd done this year. Certainly did not expect to see over 21k minutes. 😅

Sharp China is the new addition to my Top 5. And yep, still doing heavy rotation on the Stratechery bundle.
December 4, 2025 at 5:11 PM
Good Stratechery update today on OpenAI’s “code red”, with Sam Altman telling the company to refocus:

> Altman’s declaration raises another long-standing Stratechery concern about OpenAI: the lack of focus. I wanted the company for years to give up their […]

[Original post on manton.org]
December 3, 2025 at 2:14 PM
Good Stratechery update today on OpenAI’s “code red”, with Sam Altman telling the company to refocus:

"Altman’s declaration raises another long-standing Stratechery concern about OpenAI: the lack of focus. I wanted the compa... https://www.manton.org/2025/12/02/good-stratechery-update-today-on.html
December 2, 2025 at 3:08 PM
Google, Nvidia, and OpenAI stratechery.com/2025/google-...

fascinating Stratechery on the moats that Google looks to breach in the other two
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.
stratechery.com
December 2, 2025 at 12:41 PM
This tweet appeared under this Techmeme headline:

@stratechery:

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://stratechery.com/...
December 2, 2025 at 9:23 AM
Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (Ben Thompson/Stratechery)

Main Link | Techmeme Permalink
December 2, 2025 at 4:45 AM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You have Luke, bored on Tatooine, called to…
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You have Luke, bored on Tatooine, called to adventure by a mysterious message borne by R2-D2, that he initially refuses; a mentor in Obi-Wan Kenobi leads him across the threshold of leaving Tatooine and facing tests while finding new enemies and allies. He enters the cave — the Death Star — escapes after the ordeal of Obi-Wan’s death, and carries the battle station’s plans to the rebels while preparing for the road back to the Death Star.
cnznews.com
December 2, 2025 at 4:35 AM
Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?...

#OpenAI #ChatGPT #Anthropic

Read more on Stratechery by Ben Thompson: https://postreads.co/feed-item/37086/click?source=bluesky
December 1, 2025 at 11:00 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson (stratechery.com)

Discussion | Main Link
December 1, 2025 at 6:11 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
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.
stratechery.com
December 1, 2025 at 5:56 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://www.newsbeep.com/ca/318815/

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half…
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson - Canada News Beep
A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect
www.newsbeep.com
December 1, 2025 at 5:50 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson | Discussion
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.
stratechery.com
December 1, 2025 at 5:40 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

#HackerNews

<a href="https://stratechery.com/2025/google-nvidia-and-openai/" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">https://stratechery.com/2025/google-nvidia-and-openai/
December 1, 2025 at 5:35 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://www.newsbeep.com/nz/162962/

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half…
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson - New Zealand News Beep
A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect
www.newsbeep.com
December 1, 2025 at 5:15 PM
📰 Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

💬 Sentiment: Mixed 🤔
Vibe: Disappointment in product claims and skepticism in market shifts, with a side of snark.

https://news.ycombinator.com/item?id=46108437
December 1, 2025 at 5:15 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://www.europesays.com/ie/209877/

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half…
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson - Ireland
A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect
www.europesays.com
December 1, 2025 at 4:30 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://www.newsbeep.com/ie/169485/

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half…
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson - Ireland News Beep
A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect
www.newsbeep.com
December 1, 2025 at 4:30 PM
Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://stratechery.com/2025/google-nvidia-and-openai/
December 1, 2025 at 4:30 PM