Ben Thompson
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The NBA and Microsoft
The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.
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The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
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Listen to Free Weekly Articles in Your Podcast Player
While Stratechery is supported by subscriptions to the Daily Update, there has long been the option to receive free Weekly Articles via email. In a similar vein, I am happy to announce that the Daily Update Podcast has now been expanded to Stratechery Podcasts: you can receive just the free Weekly Article in your podcast player…
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Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
Amazon cutting affiliate fees, Google versus French publishers, and movie studios seeking to sell to Netflix are all examples of the same trend: you must own your relationship with your customers.
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Coronavirus Clarity
The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.
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The Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
The Apple-Google partnership is valuable not just for what it offers today, and for it might offer in the future, but also the decisions it forces on us as a society.
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An Interview with Okta CEO Todd McKinnon (and Slack correction)
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
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Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
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Apple, Amazon, and Common Enemies
It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.