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Latest Podcast

2015

  • China Slowing, Apple Growing; Is Tesla Disruptive?

    Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.

  • Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy

    Today’s Daily Update is all about the media: – ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured – Not all content is created equally, which helps explain Spotify’s surprising decision to diversify – Periscope presents a…

  • Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update

    In today’s Daily Update: – Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why – Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming… -…

  • AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice

    Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why

  • The AWS IPO

    AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.

  • Welcome to Stratechery 3.0

    Welcome to Stratechery 3.0! Stratechery 1.0 was the launch of this blog in March 2013; Stratechery 2.0 the launch of the Daily Update in April 2014. Stratechery 3.0 is perhaps less transformative from a business perspective, but it’s a substantial reworking of the technological underpinnings of Stratechery that should put the site in a good place…

  • LinkedIn Misses, Sony’s Retreat

  • Podcast: Exponent 044 – Up in the Clouds with Twitter

    On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode James and I discuss why Twitter needs new leadership, its massive potential, and why Google probably should acquire it Links Ben Thompson: Twitter Needs New Leadership – Stratechery Ben Thompson: Twitter’s Marketing Problem – Stratechery Ben Thompson: Facebook […]

  • Twitter Follow-up, Microsoft’s Build Keynote

  • Twitter Needs New Leadership

    Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth. From the Wall Street Journal: Twitter Inc. delivered its weakest quarterly revenue growth as a publicly traded company, casting a shadow on its fledgling advertising business, which until now has been a consistent bright spot. Investors, who sent the company’s […]