Microsoft Earnings, Apple Earnings

2026-05-06 · Source: Stratechery by Ben Thompson · Field: Business & Management — Corporate Strategy & Leadership, Operations & Process Management, Project & Product Management · Depth: Fundamental Awareness, short

Summary

Stratechery Plus offers a suite of subscription-based content, including the Stratechery Update, Stratechery Interviews, and several podcasts like Dithering, Sharp Tech, Sharp China, Greatest Of All Talk, and Asianometry. The Stratechery Update provides substantial analysis of daily news via three weekly emails or podcasts. Stratechery Interviews feature discussions with CEOs, founders, and analysts. Podcasts cover topics ranging from technology and its societal impact to NBA analysis and US-China relations, with Asianometry focusing on how technology works. Subscribers can access content via SMS, RSS, or the website, with options for individual or team subscriptions and annual upgrades. The platform emphasizes individual subscriptions, with sharing restricted by terms of service.

Key takeaway

For professionals seeking in-depth analysis and diverse perspectives on technology and business, consider a Stratechery Plus subscription. Your access includes exclusive daily updates, interviews, and specialized podcasts, offering a comprehensive view that can inform strategic decisions. Ensure you review the terms of service regarding individual use versus team subscriptions to maintain compliance.

Key insights

Stratechery Plus provides diverse subscription-based content, including analysis, interviews, and podcasts, focusing on technology, business, and current affairs.

Principles

• Content is delivered via multiple formats.
• Subscriptions are for individual use.
• Team subscriptions are available.

In practice

• Access content via personalized RSS feeds.
• Upgrade to annual plans for custom invoices.
• Purchase gift subscriptions for others.

Topics

• Stratechery Plus
• Technology Analysis
• Business Models
• Podcast Subscriptions
• China Relations

Best for: CTO, VP of Engineering/Data, AI Product Manager, Investor, Executive, Director of AI/ML

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Editorial summary, takeaway, and curation by AIssential. Original article published by Stratechery by Ben Thompson.