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Latest Podcast

Ben Thompson

  • Xiaomi’s Struggles, Samsung Hardware Rumors

    Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.

  • Exponent Podcast: Give Some to Get Some

    On Exponent, the weekly podcast I host with James Allworth, we discuss A Politics for Technology. Listen to it here.

  • Netflix Goes Global, iPhone Worry

    Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.

  • Twitter 10,000, The Problem with Links, The Business of Expanded Tweets

    News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.

  • A Politics For Technology

    Technology is changing the world, which means politics should change as well. There is a way forward that entails less regulation and a much bigger safety net.

  • CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games

    I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.

  • The Big 5 Year in Review: Apple, Google, Microsoft, Amazon, and Facebook

    A year-end review of tech’s five most important companies.

  • The 2015 Stratechery Year in Review

    The top five most read posts, big ideas, company-specific posts, posts about media, and Daily Updates of 2015.

  • Christmas Gifts and the Meaning of Design

    Re-posted from 2013 Gifts are a funny thing. A year ago, for Christmas 2012, my wife “gave” me an iPad mini. I use quotes because I actually bought it; supply was constrained, and when we got a notification that there were models in stock, I quickly dashed over to my local Apple Store1 and picked […]

  • SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance

    SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney