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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          September 2018

          Spotify and the Labels, Labels and Aggregation, Newspapers and Texture

          Posted onMonday, September 10, 2018Monday, September 10, 2018

          Spotify and the labels are at odds, largely because the latter don’t understand their competitive environment. Then, Apple is trying to build the news bundle.

          Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence

          Posted onThursday, September 6, 2018Sunday, September 16, 2018

          Facebook’s Sheryl Sandberg and Twitter’s Jack Dorsey testified in front of Congress; the former had the most to lose, while the latter hinted at exactly what.

          Xbox All Access Pass, The Eighth-Generation of Consoles, Console Subscriptions: Now and the Future

          Posted onWednesday, September 5, 2018Monday, September 17, 2018

          Microsoft is announcing a new subscription plan for Xbox that includes the console; it is modest for now, but could be a bigger deal in the future.

          San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters

          Posted onTuesday, September 4, 2018Tuesday, September 4, 2018

          San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very different strategies.

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                  By Ben Thompson

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                  Stratechery Plus

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                  Explore Stratechery

                  • Concepts
                  • Companies
                  • Topics

                  Archives

                  • Articles
                  • Updates
                  • Interviews
                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
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