Ben Thompson
Netflix’s Earnings; Self-Production, Cash Flow, and Margin; Netflix’s New Rung
stratechery · 20 hours ago
iCloud Backups and Encryption; Facts, Principles, and Concerns; Determining Defaults
stratechery · 1 day ago
Clearview AI, The Problem with Scraping, Tradeoffs
stratechery · 2 days ago
Episode 179 — The Water We Swim In | Exponent · 6 days ago
Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
stratechery · 7 days ago
Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences
stratechery · 8 days ago
Visa, Plaid, Networks, and Jobs
stratechery · 9 days ago
Casper Files for IPO, Casper’s Business, Spotify Ad Targeting
stratechery · 10 days ago
CES Concepts, Verizon Drops Bundles, Technology and TV
stratechery · 14 days ago
The End of the Beginning
stratechery · 16 days ago
Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
stratechery · 17 days ago
AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism
stratechery · 35 days ago
The 2019 Stratechery Year in Review
stratechery · 36 days ago
SBNation and AB5, Understanding SB Nation, AB 5 and the Internet
stratechery · 37 days ago
Cisco Sells Chips, The Conservation of Attractive Networking, Twitter MoPub Revenue
stratechery · 38 days ago
Bluesky, The Twitter Protocol Tragedy, Alternatives
stratechery · 42 days ago
TV Advertising Falls; The Sports Linchpin, Revisited; NBA Ratings
stratechery · 43 days ago
Regulating Demand, Ad Targeting and Unintended Consequences, Expedia CEO Out
stratechery · 44 days ago
A Framework for Regulating Competition on the Internet
stratechery · 45 days ago
AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
stratechery · 49 days ago
Larry Page and Sergey Brin Step Down, Why Now?, Google Going Forward
stratechery · 50 days ago
Portability and Interoperability
stratechery · 51 days ago
Facebook Buys Beat Saber, Capital and Copyright, The Oculus Conundrum
stratechery · 52 days ago
Airbnb Losses, Airbnb and The Google Squeeze, Airbnb’s Marketing Spend
stratechery · 58 days ago
PayPal Acquires Honey, What Honey Is, PayPal’s Play
stratechery · 59 days ago
Get in touch with us on Twitter
Kevin Systrom and Mike Krieger – How to Build a Great Product — Invest Like the Best — Overcast
traffic.libsyn · 60 days ago
Episode 178 — More Ergonomic | Exponent · 63 days ago
Trump Visits Mac Pro Factory, Apple’s Tariffs, Apple Versus Github
stratechery · 63 days ago
Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
stratechery · 64 days ago
Integration and Monopoly Follow-Up, Apple Paternalism, TikTok and CFIUS
stratechery · 65 days ago
Integration and Monopoly
stratechery · 66 days ago
Facebook Pay, Google Checking, Tech Company Differences
stratechery · 70 days ago
The Google Squeeze Follow-up, Disney+ Launch, Instagram Influencer Follow-Up
stratechery · 71 days ago
Politico’s Founder Is Launching a Tech Site—Into a Very Crowded Market
vanityfair · 72 days ago
The Google Squeeze
stratechery · 72 days ago
Instagram to Hide Likes, Instagram and Influence Marketing, Practical Impacts
stratechery · 73 days ago
Episode 177 — Principle Stacks | Exponent · 76 days ago
Microsoft Ignite, Azure Arc, Additional Insight Announcements
stratechery · 77 days ago
Tech and Liberty Follow-up, Facebook’s Earnings, Additional Notes on Facebook’s Earnings
stratechery · 78 days ago
Tech and Liberty
stratechery · 79 days ago
Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t
stratechery · 80 days ago
Apple’s Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
stratechery · 85 days ago
HBO Max, AT&T’s Challenges, The Streaming Battleground
stratechery · 85 days ago
Amazon Earnings, AWS Concerns, Google’s Earnings
stratechery · 86 days ago
Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft’s Earnings
stratechery · 87 days ago
Episode 176 — The Second Estate Era | Exponent · 91 days ago
SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress
stratechery · 91 days ago
Ghost 3.0, An Interview with Ghost CEO John O’Nolan
stratechery · 93 days ago
Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression
stratechery · 93 days ago
The Internet and the Third Estate
stratechery · 94 days ago
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