Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

A Framework for Regulating Competition on the Internet

Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

Mon, 09 Dec 2019 13:41:05 +0000

Portability and Interoperability

Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

Tue, 03 Dec 2019 14:43:13 +0000

Exponent Podcast: More Ergonomic

On Exponent, the weekly podcast I host with James Allworth, we discuss Integration and Monopoly. Listen to it here.

Fri, 22 Nov 2019 17:59:56 +0000

Integration and Monopoly

Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

Mon, 18 Nov 2019 13:57:39 +0000

The Google Squeeze

Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It's easy to say Google is being unfair, but this may be better for consumers.

Tue, 12 Nov 2019 16:02:08 +0000

Exponent Podcast: Principle Stacks

On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen to it here.

Fri, 08 Nov 2019 16:28:12 +0000

Tech and Liberty

The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).

Tue, 05 Nov 2019 16:10:50 +0000

Exponent Podcast: The Second Estate Era

On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the Third Estate. Listen to it here.

Fri, 25 Oct 2019 16:06:18 +0000

The Internet and the Third Estate

Mark Zuckerberg suggested that social media is a "Fifth Estate"; in fact, social media is a means by which the Third Estate — commoners — can seize political power. Here history matters.

Mon, 21 Oct 2019 15:22:58 +0000

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

Page created: Fri, Dec 13, 2019 - 09:05 AM GMT