Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

Google and Ambient Computing

Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

Wed, 16 Oct 2019 14:51:10 +0000

Exponent: The Abyss Stares Back

On Exponent, the weekly podcast I host with James Allworth, we discuss The China Cultural Clash. Listen to it here.

Tue, 15 Oct 2019 16:00:19 +0000

The China Cultural Clash

The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.

Tue, 08 Oct 2019 16:32:01 +0000

Exponent Podcast: Distracted at Facebook

On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook from multiple angles, including child sexual abuse material, encryption, Oculus, and a leaked all-hands meeting. Listen to it here.

Sat, 05 Oct 2019 17:51:36 +0000

Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

Tue, 01 Oct 2019 14:48:44 +0000

Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.

Wed, 25 Sep 2019 15:32:39 +0000

Exponent Podcast: The Exponent IPO

On Exponent, the weekly podcast I host with James Allworth, we discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork. Listen to it here.

Fri, 20 Sep 2019 16:00:43 +0000

Day Two to One Day

Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?

Tue, 17 Sep 2019 12:10:00 +0000

The iPhone and Apple’s Services Strategy

Apple's annual iPhone event may have marked Apple's true shift into being a Services company

Wed, 11 Sep 2019 11:19:23 +0000

What Is a Tech Company?

The question of "What is a tech company" comes down to how much software and its unique characteristics affects the company's core business.

Tue, 03 Sep 2019 15:09:22 +0000

Page created: Sun, Oct 20, 2019 - 09:05 PM GMT