Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

A Framework for Moderation

The question of what should be moderated, and when, is an increasingly frequent one in tech. There is no bright line, but there are ways to get closer to an answer.

Wed, 07 Aug 2019 12:49:22 +0000

Shopify and the Power of Platforms

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

Thu, 11 Jul 2019 13:44:07 +0000

Facebook, Libra, and the Long Game

Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.

Tue, 25 Jun 2019 14:32:14 +0000

Exponent Podcast: Game of Phones

On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Audacity. Listen to it here.

Fri, 14 Jun 2019 16:00:33 +0000

Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.

Mon, 10 Jun 2019 08:53:19 +0000

The First Post-iPhone Keynote

This year's WWDC presented an Apple that was finally ready to move past the iPhone.

Tue, 04 Jun 2019 17:10:33 +0000

Exponent Podcast: An Intra-west Debate

On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.

Fri, 24 May 2019 15:59:57 +0000

China, Leverage, and Values

If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.

Tue, 21 May 2019 12:59:04 +0000

Exponent Podcast: A Perfect Meal

On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.

Fri, 10 May 2019 16:00:57 +0000

Google Fights Back

At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people's lives better

Wed, 08 May 2019 13:59:06 +0000

Page created: Mon, Aug 19, 2019 - 09:05 PM GMT