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Title: Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

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Good morning,

This week’s Stratechery Interview is with Microsoft CEO Satya Nadella. I have previously interviewed Nadella in


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The Nvidia AI PC, Project Solara, Microsoft AI

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Good morning,

I don’t normally give away my interview subjects ahead of time, but I’m going to make an exception this week given the subject and the below Update. I am writing this in San Francisco where I interviewed Microsoft CEO Satya Nadella after his


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The Google Capital Company

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What does the most beautiful business model of all time look like?

...

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YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar

YouTubers are ruling the box office, and it shouldn't be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.


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2026.22: Luceing Their Mind
(Ferrari)

Welcome back to This Week in Stratechery!

As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please unche...


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