Decent Newsroom

June 2 2026 · Edited Jun 2, 2026

The Google Capital Company

Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.

by Stratechery by Ben Thompson

June 1 2026 · Edited Jun 1, 2026

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.

by Stratechery by Ben Thompson

May 29 2026 · Edited May 29, 2026

2026.22: Luceing Their Mind

The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.

by Stratechery by Ben Thompson

May 28 2026 · Edited May 28, 2026

An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads to optimism about humanity's future.

by Stratechery by Ben Thompson

May 27 2026 · Edited May 27, 2026

The SpaceX IPO and Data Centers in Space

There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.

by Stratechery by Ben Thompson

May 26 2026 · Edited May 26, 2026

Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.

by Stratechery by Ben Thompson

May 22 2026 · Edited May 22, 2026

2026.21: The Data Center Veto

The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.

by Stratechery by Ben Thompson

May 21 2026 · Edited May 21, 2026

An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).

by Stratechery by Ben Thompson

May 20 2026 · Edited May 20, 2026

Google I/O, World Models, I/O Spaghetti

Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?

by Stratechery by Ben Thompson

May 19 2026 · Edited May 19, 2026

Personal Day

Personal Day — No Update

by Stratechery by Ben Thompson

May 18 2026 · Edited May 18, 2026

Data Center Discontent, Understanding the Opposition, Fixing the Problem

There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.

by Stratechery by Ben Thompson

May 15 2026 · Edited May 15, 2026

2026.20: Shifting Alliances in a Changing World

The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.

by Stratechery by Ben Thompson

May 14 2026 · Edited May 14, 2026

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.

by Stratechery by Ben Thompson

May 13 2026 · Edited May 13, 2026

The Deployment Company, Back to the 70s, Apple and Intel

OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to

by Stratechery by Ben Thompson

May 12 2026 · Edited May 12, 2026

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future

The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.

by Stratechery by Ben Thompson

May 11 2026 · Edited May 11, 2026

The Inference Shift

Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.

by Stratechery by Ben Thompson

May 8 2026 · Edited May 8, 2026

2026.19: Earning & Spending

The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.

by Stratechery by Ben Thompson

May 7 2026 · Edited May 7, 2026

An Interview with Joanna Stern About Living With AI

An interview with Joanna Stern about her new book about living with AI, and starting her own media company.

by Stratechery by Ben Thompson

May 6 2026 · Edited May 6, 2026

Microsoft Earnings, Apple Earnings

Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.

by Stratechery by Ben Thompson

May 5 2026 · Edited May 5, 2026

Amazon’s Durability

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.