Stratechery was founded by Ben Thompson in 2013 and is widely considered one of the most influential voices in technology analysis. Thompson developed the “Aggregation Theory” framework for understanding how internet companies create value, and applies it — along with other original frameworks — to dissect the strategies of Apple, Google, Meta, Microsoft, and other major tech players.
What to Expect
A free weekly article plus daily paid updates. The free content alone makes it worth subscribing. Thompson writes with clarity and genuine analytical depth — when he calls something a strategic mistake or advantage, he shows the reasoning. The analysis holds up over time in a way that most tech commentary doesn’t.
Who It’s For
Technology professionals, investors, and anyone who wants to understand why tech companies make the decisions they do. Essential reading if you work at or invest in tech companies. Also excellent for people who follow the industry closely and want analysis that goes beyond the surface.
Frequency: Weekly (free) + daily (paid)