Technology and business analyst who founded Stratechery in 2013, pioneering the subscription-based independent media model now widely replicated across the industry. Writing without corporate backing — after stints at Apple, Microsoft, and Automattic — Thompson delivers deep, framework-driven analysis of how technology reshapes markets, competition, and society. He originated Aggregation Theory, a widely cited model explaining how internet platforms capture value by controlling demand rather than supply. His Stratechery Daily Update is required reading in Silicon Valley, and he co-hosts the Dithering podcast with John Gruber. He is widely regarded as the most influential independent technology analyst writing today.
The Google Capital Company | Stratechery by Ben Thompson
Jun 10, 2026
The SpaceX IPO and Data Centers in Space | Stratechery by Ben Thompson
Jun 4, 2026
The Inference Shift | Stratechery by Ben Thompson
May 18, 2026
Amazon's Durability | Stratechery by Ben Thompson
May 13, 2026
Tim Cook’s Impeccable Timing | Stratechery by Ben Thompson
Apr 28, 2026
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