4-6-2026 ($) • OpenAI Buys TBPN
• Tech and the Token Tsunami https://stratechery.com/2026/openai-buys-tbpn-tech-and-the-token-tsunami/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-04-06 10:00 UTC
@benthompson
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OpenAI Acquires TBPN: Tech and the Token Tsunami
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ChatGPT capabilities and value evolution over time
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Not exactly. I said at that moment in time they could have done that, to make a point about the value of ChatGPT; I never advocated actually doing it because of the fact that models and capabilities evolve
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Apple’s 50 Years of Integration: Hardware, Software, and AI’s Challenge
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Apple's 50 Years of Integration Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. stratechery.com/2026/apples-…
→ View original post on X — @benthompson, 2026-03-31 10:00 UTC
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Weekly Stratechery Podcast: Jensen Huang, Steve Jobs, Trump Beijing
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2026.12: Please Listen to My Podcast The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing. stratechery.com/2026/please-…
→ View original post on X — @benthompson, 2026-03-20 17:00 UTC
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Jensen Huang and Andy Grove: Groq LPUs and Vera CPUs Analysis
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3-18-2026 ($) •Jensen Huang and Andy Grove •Groq LPUs and Vera CPUs •Hotel California stratechery.com/2026/jensen-…
→ View original post on X — @benthompson, 2026-03-18 10:00 UTC
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Interview with Nvidia CEO on Accelerated Computing
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3-17-2026 An Interview with Nvidia CEO Jensen Huang About Accelerated Computing https://stratechery.com/2026/an-interview-with-nvidia-ceo-jensen-huang-about-accelerated-computing/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-17 10:00 UTC
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Copilot Cowork vs Chat: Model Agnostic Performance Analysis
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I said Copilot Cowork not Copilot Chat, which is model agnostic (and consistently behind because of it, I’d add)
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Harness-Model Integration: The Real AI Differentiator
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Harnesses aren’t the differentiator. I’m arguing the integration between harness and models are
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AI Agents Change Computing Demand Beyond Bubbles
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Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. https://stratechery.com/2026/agents-over-bubbles/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-16 10:01 UTC
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Copilot Cowork, Anthropic Integration and Microsoft’s New Bundle
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3-10-2026 ($) •Copilot Cowork •Anthropic's Integration •Microsoft's New Bundle stratechery.com/2026/copilot… [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-10 10:11 UTC