Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft's purchase of ZeniMax.

Tue, 22 Sep 2020 15:11:50 +0000

Nvidia’s Integration Dreams

Nvidia's acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang's datacenter dreams.

Tue, 15 Sep 2020 15:13:44 +0000

Rethinking the App Store

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?

Tue, 25 Aug 2020 14:05:06 +0000

Apple, Epic, and the App Store

The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.

Mon, 17 Aug 2020 16:55:31 +0000

Antitrust Politics

Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.

Tue, 04 Aug 2020 15:32:20 +0000

India, Jio, and the Four Internets

There are four Internets: China versus the U.S., and the E.U. and India. India's potential new model rests on Jio.

Tue, 21 Jul 2020 15:55:20 +0000

The TikTok War

How TikTok exposed Facebook's blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.

Tue, 14 Jul 2020 14:05:27 +0000

Exponent Podcast: India, TikTok, and the U.S.

On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here.

Fri, 10 Jul 2020 17:42:15 +0000

The Slack Social Network

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can't match.

Tue, 07 Jul 2020 14:58:27 +0000

Apple and Facebook

Apple and Facebook seem like they are in conflict, but have often been each other's best partners.

Mon, 29 Jun 2020 14:51:46 +0000

Page created: Mon, Sep 28, 2020 - 09:05 AM GMT