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every year anyone John Collison 10Ben Thompson 4

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Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 14 mentions

  • ▶ 0:02 John Collison Ben Thompson is the founder and author of Stratechery, the newsletter that everyone in tech reads to make sense of what's happening. 2 times in the scene
  • ▶ 7:51 Ben Thompson And, ah, and, you know, I'm talking in my book a little bit, trajectory has gotten tremendous traction just by not hating ads, even though I'm not an ad model myself. 2 times in the scene
  • ▶ 29:26 John Collison Is Stratechery very widely read in DC?
  • ▶ 44:15 John Collison In his excellent newsletter, Stratechery, Ben often argues that whoever controls the customer relationship shapes the entire ecosystem.
  • ▶ 52:23 John Collison Can we talk about your business in Stratechery? 4 times in the scene
  • ▶ 1:03:37 John Collison How do you use AI in writing strategy these days?
  • ▶ 1:11:54 Ben Thompson And I think, I actually wrote on the front page of Checkery about this this week, even, which is basically the same thing I wrote in an update, but this was a, like, this-
  • ▶ 1:17:37 John Collison Speaking of that, you mentioned this, a majority of Stratechery, uh, consumption is now in the audio form rather than the written form.
  • ▶ 1:21:03 Ben Thompson I think you, you introduced the billing API in 2011, which was a direct spur for wanting to do strikery and thinking this was a business model that was possible.
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