Stratechery by Ben Thompson

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Bookmarks (35)

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    Day Two to One Day

    Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search....

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    The iPhone and Apple’s Services Strategy

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

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    What Is a Tech Company?

    The question of "What is a tech company" comes down to how much software and its...

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    Privacy Fundamentalism

    The current privacy debate is making things worse by not considering trade-offs, the inherent nature of...

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    The WeWork IPO

    The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited...

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    Summer Break: Week of August 12

    Stratechery is on break the week of August 12. There will be no Weekly Article or...

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    A Framework for Moderation

    The question of what should be moderated, and when, is an increasingly frequent one in tech....

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    Shopify and the Power of Platforms

    It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do...

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    Facebook, Libra, and the Long Game

    Libra is less about an immediate benefit to Facebook, and more about creating a world where...

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    Vacation Break: Week of June 17

    Stratechery is on vacation the week of June 17. There will be no Weekly Article or...

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    Exponent Podcast: Game of Phones

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

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    Tech and Antitrust

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

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    Apple’s Audacity

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

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    Exponent Podcast: An Intra-west Debate

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

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    China, Leverage, and Values

    If there is a new tech cold war, it is one with shots fired over a...

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    Exponent Podcast: A Perfect Meal

    On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and...

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    Google Fights Back

    At Google I/O, Google was the opposite of defensive: the company set out to make the...

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    Microsoft, Slack, Zoom, and the SaaS Opportunity

    The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way...