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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Ben Thompson

Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime

Posted onMonday, May 9, 2022Monday, May 9, 2022 Author by Ben Thompson

Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy

An Interview with “Father of the iPod” Tony Fadell

Posted onThursday, May 5, 2022Thursday, May 5, 2022 Author by Ben Thompson

An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.

AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production

Posted onWednesday, May 4, 2022Wednesday, May 4, 2022 Author by Ben Thompson

AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.

Amazon Earnings, Amazon’s Costs, Amazon Closes Stores

Posted onTuesday, May 3, 2022Wednesday, May 4, 2022 Author by Ben Thompson

Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.

Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU

Posted onMonday, May 2, 2022Monday, May 2, 2022 Author by Ben Thompson

Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).

Meta Earnings, Meta Spending, AI Costs and Moats

Posted onThursday, April 28, 2022Thursday, April 28, 2022 Author by Ben Thompson

Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.

Twitter Follow-Up, Google Earnings, ATT and Google

Posted onWednesday, April 27, 2022Wednesday, April 27, 2022 Author by Ben Thompson

Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.

Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance

Posted onTuesday, April 26, 2022Wednesday, April 27, 2022 Author by Ben Thompson

Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.

Beyond Aggregation: Amazon as a Service

Posted onMonday, April 25, 2022Monday, April 25, 2022 Author by Ben Thompson

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

An Interview with Ramp Founder Eric Glyman

Posted onThursday, April 21, 2022Thursday, April 21, 2022 Author by Ben Thompson

An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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Archives

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  • Years in Review

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