Stratechery Backfill Discovery Scan
Summary
- Total messages found: 60
- Date range: 2026-01-05 to 2026-04-10
- Already filed: 0
- Unprocessed: 60
- Batches created: 3
Format Observations
Ben Thompson publishes on a consistent weekly cadence with four distinct content types:
- Daily Updates (Mon-Wed) — Multi-topic analysis posts labeled "Stratechery Update [date]". Typically cover 2-3 topics with comma-separated subjects. Most frequent format (~28 issues in this set).
- Weekly Articles (Mon) — Deep-dive single-topic pieces labeled "Stratechery Article [date]". Longform essays on one theme (e.g., "TSMC Risk", "Anthropic and Alignment", "Agents Over Bubbles"). ~7 issues.
- Thursday Interviews — Labeled "Stratechery Interview [date]". Long-form interviews with industry leaders (CEOs, analysts, VCs). ~14 issues.
- Friday Digests — "This Week in Stratechery" weekly roundup. Curated recap of the week's content with editorial framing. ~11 issues.
No Sharp Tech episodes appeared in this email set. One personal day notice was included (2026-02-02, sick day).
Batches Created
| Batch | Task Title | Messages | Date Range |
|---|---|---|---|
| 1 | Backfill Stratechery 1-20 | 20 | 2026-01-05 to 2026-02-02 |
| 2 | Backfill Stratechery 21-40 | 20 | 2026-02-03 to 2026-03-05 |
| 3 | Backfill Stratechery 41-60 | 22 | 2026-03-06 to 2026-04-10 |
Full Message Index
| # | Date | Subject | Message ID |
|---|---|---|---|
| 1 | 2026-01-05 | AI and the Human Condition (Article) | 19b8dd55dd97fc73 |
| 2 | 2026-01-06 | Nvidia and Groq, A Stinkily Brilliant Deal (Update) | 19b92fad3a0bd0f4 |
| 3 | 2026-01-07 | Nvidia at CES, Vera Rubin and AI-Native Storage (Update) | 19b98210b3f78c01 |
| 4 | 2026-01-08 | Interview: Building Power for AI (Interview) | 19b9d4a633ab40c8 |
| 5 | 2026-01-09 | AI Power, Now and In 100 Years (TWIS) | 19ba3ef730719363 |
| 6 | 2026-01-12 | Apple: You (Still) Don't Understand the Vision Pro (Article) | 19bb1e0e33bdc15a |
| 7 | 2026-01-13 | Apple and Gemini, Foundation vs. Aggregation (Update) | 19bb707a413df574 |
| 8 | 2026-01-14 | Meta Compute, The Meta-OpenAI Battle (Update) | 19bbc2de48f79e89 |
| 9 | 2026-01-15 | Interview: United CEO Scott Kirby (Interview) | 19bc15644c282077 |
| 10 | 2026-01-16 | Technology Doings (TWIS) | 19bc7fc4c1a03284 |
| 11 | 2026-01-20 | Ads in ChatGPT, Why OpenAI Needs Ads (Update) | 19bdb1283634dd13 |
| 12 | 2026-01-21 | TSMC Earnings, Foundry Competition (Update) | 19be0395ec17062b |
| 13 | 2026-01-22 | Interview: Netflix co-CEO Greg Peters (Interview) | 19be565f07be83c7 |
| 14 | 2026-01-23 | Netflix, Luka, and Life in La La Land (TWIS) | 19bec095606bb247 |
| 15 | 2026-01-26 | TSMC Risk (Article) | 19bf9faa39dfd1da |
| 16 | 2026-01-27 | Intel Earnings, The Agentic Opportunity (Update) | 19bff2068932f587 |
| 17 | 2026-01-28 | Interview: Kalshi CEO Tarek Monsour (Interview) | 19c0449a0f2154de |
| 18 | 2026-01-29 | Meta Earnings, Turning Dials (Update) | 19c096d526030f6b |
| 19 | 2026-01-30 | The Chip Fly in the AI Ointment (TWIS) | 19c1013276c1ed44 |
| 20 | 2026-02-02 | Personal Day — Sick (Update) | 19c1eacf04d5b9fa |
| 21 | 2026-02-03 | Microsoft and Software Survival (Article) | 19c23300dd408e07 |
| 22 | 2026-02-04 | Apple Earnings, Supply Chain Speculation (Update) | 19c2850ef4207f57 |
| 23 | 2026-02-05 | Interview: Benedict Evans on AI and Software (Interview) | 19c2d7b7cafea1ce |
| 24 | 2026-02-06 | SaaSmageddon and the Super Bowl (TWIS) | 19c34203076d1062 |
| 25 | 2026-02-09 | Google Earnings, Google Cloud Crushes (Update) | 19c42139203c7b5f |
| 26 | 2026-02-10 | Amazon Earnings, CapEx Concerns (Update) | 19c473a27c30d763 |
| 27 | 2026-02-11 | Spotify Earnings, AI and Aggregation (Update) | 19c4c608a32d1c11 |
| 28 | 2026-02-12 | Interview: Ben Thompson by John Collison (Interview) | 19c51f6f478d1449 |
| 29 | 2026-02-13 | Aggregators and AI (TWIS) | 19c582d7eee6b7f5 |
| 30 | 2026-02-17 | Thin Is In (Article) | 19c6b484e39cf7dd |
| 31 | 2026-02-18 | Shopify Earnings, Shopify's AI Advantages (Update) | 19c706b02c05b4ef |
| 32 | 2026-02-19 | Interview: Matthew Ball on Gaming (Interview) | 19c7594ab4dd5fcc |
| 33 | 2026-02-20 | Losing in the Attention Economy (TWIS) | 19c7c3a214884e54 |
| 34 | 2026-02-24 | Another Viral AI Doomer Article (Update) | 19c8f5346cbae582 |
| 35 | 2026-02-25 | Xbox Replaces Head of Gaming (Update) | 19c947b345c363d9 |
| 36 | 2026-02-26 | Interview: Bill Gurley on Runnin' Down a Dream (Interview) | 19c99a0345c2bfb9 |
| 37 | 2026-03-02 | Anthropic and Alignment (Article) | 19cae38f5527d9ca |
| 38 | 2026-03-03 | Technological Scale and Government Control (Update) | 19cb35cc20a3c4fc |
| 39 | 2026-03-04 | Anthropic's Skyrocketing Revenue, Nvidia Earnings (Update) | 19cb881ff7e6a3ed |
| 40 | 2026-03-05 | Interview: Gregory Allen on Anthropic and the U.S. Government (Interview) | 19cbdacb5369651d |
| 41 | 2026-03-06 | Higher Powers and Lower Macs (TWIS) | 19cc4536606ca9b0 |
| 42 | 2026-03-09 | MacBook Neo, Apple and Memory (Update) | 19cd20c39f995392 |
| 43 | 2026-03-10 | Copilot Cowork, Anthropic's Integration (Update) | 19cd7333f0f9a3c9 |
| 44 | 2026-03-11 | Oracle Earnings, Oracle's Cloud Growth (Update) | 19cdc59022de3da6 |
| 45 | 2026-03-12 | Interview: Robert Fishman on Hollywood (Interview) | 19ce17efebee1307 |
| 46 | 2026-03-13 | Winners, Losers, and the Unknown (TWIS) | 19ce828b756503d8 |
| 47 | 2026-03-16 | Agents Over Bubbles (Article) | 19cf61adaa76cc23 |
| 48 | 2026-03-17 | Interview: Nvidia CEO Jensen Huang (Interview) | 19cfb41a02044e45 |
| 49 | 2026-03-18 | Jensen Huang and Andy Grove, Hotel California (Update) | 19d0065718ee05e5 |
| 50 | 2026-03-20 | Please Listen to My Podcast (TWIS) | 19d0c34d1a6ef910 |
| 51 | 2026-03-25 | Arm Launches Own CPU (Update) | 19d247175e97dc29 |
| 52 | 2026-03-26 | Interview: Arm CEO Rene Haas (Interview) | 19d299f8d6f71e8e |
| 53 | 2026-03-27 | So Long to Sora (TWIS) | 19d304113549c7b6 |
| 54 | 2026-03-31 | Apple's 50 Years of Integration (Article) | 19d435965528edb9 |
| 55 | 2026-04-01 | Axios Supply Chain Attack, AI and Security (Update) | 19d487e2e094e77e |
| 56 | 2026-04-02 | Interview: Asymco's Horace Dediu on Apple at 50 (Interview) | 19d4da6af9b0ea11 |
| 57 | 2026-04-03 | Apple, Acceleration, and AI (TWIS) | 19d544f00fabeeb8 |
| 58 | 2026-04-06 | OpenAI Buys TBPN, Token Tsunami (Update) | 19d623cdade9a39f |
| 59 | 2026-04-07 | Anthropic's New TPU Deal, Anthropic-Google Alliance (Update) | 19d6764a8d049763 |
| 60 | 2026-04-08 | Anthropic's New Model, Glasswing and Alignment (Update) | 19d6c8aef4a3162f |
| 61 | 2026-04-09 | Interview: NYT CEO Meredith Kopit Levien (Interview) | 19d71b08f2e4015d |
| 62 | 2026-04-10 | Myth and Mythos (TWIS) | 19d785b328a8ce41 |