Ben Thompson

  • Services and Apple’s Strategy, The Power of a P&L, Intel Restructures

    First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical…


  • Apple’s Organizational Crossroads

    A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.


  • App Store Search Ads

    A free sample of the Daily Update examining the rumor that Apple will add ads to App Store search and it’s potential impact on developers, Facebook, and the app install market.


  • App Store Search Ads, Amazon Splits Up Prime, The Kindle Oasis

    Rumored App Store ads are not a surprise, nor are they a big deal to Facebook in particular. Then, Amazon is splitting up Prime into both monthly and annual options, as well as separating Prime Video. Plus, why the Kindle Oasis makes sense.


  • Exponent Podcast: Baby Picture Bots

    On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook, Phones, and Phonebooks. Listen to it here.


  • The Problem with Facebook’s Ten-Year Plan, Is BuzzFeed Struggling?

    Facebook’s (in my opinion) misguided attempt to own both public and private social was not the only thing that concerned me about the F8 keynote; I am also skeptical of the 10-year plan. Then, BuzzFeed may have some concerning numbers, but I think there is a good reason: the company is changing its business model.


  • Facebook, Phones, and Phonebooks

    There are two types of social networks, and Facebook wants to be both. The problem is that the company already chose public sharing over private communication.


  • The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption

    Samsung’s smartphone fortunes are looking up, now that the worst that could happen already has. However, the outcome is far grimmer for the PC.


  • Update on the Fight over iPhone Security, Encryption Under Attack, WhatsApp Adds Encryption

    There have been significant developments when it comes to the debate over security, in which reasonable people can disagree; unsurprisingly it is on the verge of shifting to a debate about encryption. This is a fight that has only one right answer.


  • Exponent Podcast: Tesla Fervor

    On Exponent, the weekly podcast I host with James Allworth, we discuss It’s a Tesla. Listen to it here.