4-6-2026 ($) • OpenAI Buys TBPN
• Tech and the Token Tsunami https://stratechery.com/2026/openai-buys-tbpn-tech-and-the-token-tsunami/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-04-06 10:00 UTC
@benthompson
-
OpenAI Acquires TBPN: Tech and the Token Tsunami
By
–
-
Apple’s 50 Years of Integration: Hardware, Software, and AI’s Challenge
By
–
Apple's 50 Years of Integration Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. stratechery.com/2026/apples-…
→ View original post on X — @benthompson, 2026-03-31 10:00 UTC
-
Weekly Stratechery Podcast: Jensen Huang, Steve Jobs, Trump Beijing
By
–
2026.12: Please Listen to My Podcast The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing. stratechery.com/2026/please-…
→ View original post on X — @benthompson, 2026-03-20 17:00 UTC
-
Jensen Huang and Andy Grove: Groq LPUs and Vera CPUs Analysis
By
–
3-18-2026 ($) •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
-
Interview with Nvidia CEO on Accelerated Computing
By
–
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
-
AI Agents Change Computing Demand Beyond Bubbles
By
–
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
-
Copilot Cowork, Anthropic Integration and Microsoft’s New Bundle
By
–
3-10-2026 ($) •Copilot Cowork •Anthropic's Integration •Microsoft's New Bundle stratechery.com/2026/copilot… [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-10 10:11 UTC
-
Interview with Gregory Allen on Anthropic and the U.S. Government
By
–
3-5-2026 ($) An Interview with Gregory Allen About Anthropic and the U.S. Government https://stratechery.com/2026/an-interview-with-gregory-allen-about-anthropic-and-the-u-s-government/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-05 11:00 UTC
-
Anthropic Revenue Growth, Contract Compromise and Nvidia Results
By
–
3-4-2026 ($) •Anthropic's Skyrocketing Revenue
•A Contract Compromise?
•Nvidia Earnings https://stratechery.com/2026/anthropics-skyrocketing-revenue-a-contract-compromise-nvidia-earnings/ [Translated from EN to English]→ View original post on X — @benthompson, 2026-03-04 11:00 UTC
-
Anthropic in Conflict with War Department over Alignment
By
–
Anthropic and Alignment Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, its position is intolerable and misaligned with reality. https://stratechery.com/2026/anthropic-and-alignment/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-02 11:00 UTC