Ben Thompson

Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited

Wednesday, July 15, 2020

A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.

The TikTok War

Tuesday, July 14, 2020

How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.

Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads

Monday, July 13, 2020

Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.

Exponent Podcast: India, TikTok, and the U.S.

Friday, July 10, 2020

On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here.

Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield

Thursday, July 9, 2020

Listen to Podcast

An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.

Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong

Wednesday, July 8, 2020

Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.

Teams OS and the Slack Social Network

Tuesday, July 7, 2020

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.

Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels

Monday, July 6, 2020

Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.

Stratechery is on Summer Break July 1-2

Wednesday, July 1, 2020

India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald

Tuesday, June 30, 2020

India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.

Apple’s Supply Squeeze

Ben Thompson

Exponent Podcast: India, TikTok, and the U.S.

Stratechery is on Summer Break July 1-2

Apple’s Supply Squeeze

The Wizards Win the NBA Lottery, Post-Lottery Reactions and Questions, A Wemby Ejection and a Wolves Resurrection

Anthropic and xAI

The Deployment Company, Back to the 70s, Apple and Intel

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future

An Interview with Joanna Stern About Living With AI

Apple’s Supply Squeeze

The Wizards Win the NBA Lottery, Post-Lottery Reactions and Questions, A Wemby Ejection and a Wolves Resurrection

Anthropic and xAI

An Interview with Joanna Stern About Living With AI

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