Ben Thompson
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🌐 stratechery.comSource
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
🌐 stratechery.comSource
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?
🌐 stratechery.comSource
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
🌐 stratechery.comSource
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
🌐 stratechery.comSource
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
🌐 stratechery.comSource
There isn’t a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
🌐 stratechery.comSource
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 humanityR…
🌐 stratechery.comSource
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.