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Articles and Updates from stratechery.com. For the author, follow @benthompson.

stratechery.com Joined March 2013

3 Following 1.6M Followers 1.5K Posts

Latest posts 5

Stratechery @stratechery 1d

2026.45: Falling Leaves (and Stocks)

The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.

stratechery.com/2026/falling-l…

stratechery.com 2026.45: Falling Leaves (and Stocks) The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.

Stratechery @stratechery 2d

11-6-2026 ($)

Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI

stratechery.com/2026/sharp-tec…

stratechery.com Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response... Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery

Stratechery @stratechery 3d

11-5-2026

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

stratechery.com/2026/an-interv…

stratechery.com An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.

Stratechery @stratechery 4d

AI on the Ballot

Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

stratechery.com/2026/ai-on-the…

stratechery.com AI on the Ballot Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

Stratechery @stratechery 5d

11-3-2026 ($)

•Apple Earnings
•Memory Problems
•The Hardware Company Regression

stratechery.com/2026/apple-ear…

stratechery.com Apple Earnings, Memory Problems, The Hardware Company Regression Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?