stratechery

SourceTracked

@stratechery

Ben Thompson on the business, strategy, and impact of technology.

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Credibility

Episodes5transcribed

Calls tracked6

Win rate25%

Trend

TI@stratechery1mo ago

The iPhone's Last Stand

Calls1

AAPLLONG

LONG

Apple iPhone-centric approach to consumer AI is durable: the device owns the personal, cross-app context that cloud-first agents cannot replicate, so Apple wins consumer AI even while behind on raw agent capability.

$299.54+5.68%

TG@stratechery1mo ago

The Google Capital Company

Calls1

GOOGLLONG

LONG

Google is pivoting from a high-margin advertising business into a capital company that dominates AI compute supply; its infrastructure monetization will eventually exceed Google Services ad profits.

$371.17+1.27%

TS@stratechery2mo ago

The SpaceX IPO and Data Centers in Space

Calls0

No calls extracted yet — pending review.

TI@stratechery2mo ago

The Inference Shift

Calls0

No calls extracted yet — pending review.

AD@stratechery2mo ago

Amazon's Durability

Calls4

MSFTSHORT

SHORT[00:00]

Microsoft's software core forces it to deprioritize cloud customers for its own AI workloads

$416.02+15.94%

AMZNLONG

LONG[00:00]

Amazon is structurally advantaged for the inference era of AI, where the market is now shifting

$274.48+1.35%

FDFDXSHORT

SHORT[00:00]

Amazon's new supply chain service threatens incumbent shippers FedEx and UPS

$288.32+0.22%

UPUPSSHORT

SHORT[00:00]

Amazon's new supply chain service threatens incumbent shippers FedEx and UPS

$96.31+2.54%