Ben Thompson

Disney and Integrators Versus Aggregators

Tuesday, October 13, 2020

Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.

IBM Splits, IBM Skepticism, IBM and Antitrust

Monday, October 12, 2020

IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.

Facebook’s Missing Monopoly, Facebook Takes Down QAnon, Facebook Versus Turkey

Thursday, October 8, 2020

Calling Facebook a monopoly in the antitrust sense doesn’t make any sense, because digital goods aren’t a zero-sum game. Facebook, though, is increasingly American in the way it operates.

Anti-Monopoly vs. Antitrust

Wednesday, October 7, 2020

What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.

Amazon’s Hardware Event, Ring and Tesla, Luna

Tuesday, October 6, 2020

Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.

Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing

Monday, October 5, 2020

A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.

Amazon One, How Amazon One Works, Good or Bad Idea?

Wednesday, September 30, 2020

Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?

Coinbase’s Clarification, Spotify and Joe Rogan, A Framework for Politicization

Tuesday, September 29, 2020

Coinbase and Spotify are both grappling with political questions, which is something all companies should prepare for.

Widgetsmith, Apple’s Curation, Google’s Reported Clampdown

Monday, September 28, 2020

The story of Widgetsmith, why Apple doesn’t have to worry about curation, and why Google is happy to follow along.

More Facebook Leaks, The Problem With Groups, The Substack Moment

Thursday, September 24, 2020

More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.

Google and Meta Earnings

Ben Thompson

Disney and Integrators Versus Aggregators

IBM Splits, IBM Skepticism, IBM and Antitrust

Anti-Monopoly vs. Antitrust

Amazon’s Hardware Event, Ring and Tesla, Luna

Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing

Amazon One, How Amazon One Works, Good or Bad Idea?

Widgetsmith, Apple’s Curation, Google’s Reported Clampdown

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

Google Earnings, Meta Earnings

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Intel Earnings, Intel’s Differentiation?, Whither Terafab

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win