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

Stratechery by Ben Thompson·Ben Thompson·3 days ago
#DZKOqV57

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

15s
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

Stratechery by Ben Thompson·Ben Thompson·3 days ago
#42WoR3Y8

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

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

Stratechery by Ben Thompson·Ben Thompson·3 days ago
#8e072Zkr

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&#82…

15s
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2026.17: He Came, He Saw, He Cooked
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2026.17: He Came, He Saw, He Cooked

Stratechery by Ben Thompson·@HashtagPLUS·about 1 month ago
#YMmguXDS
#cook#sharp#cursor#week#stratechery#article

The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0.

15s
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2026.16: Servers, Satellites, and Stars
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2026.16: Servers, Satellites, and Stars

Stratechery by Ben Thompson·@HashtagPLUS·about 1 month ago
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#amazon#week#sharp#stratechery#apple#photo

The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.

15s
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