Ben Thompson
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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.
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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 […]
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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
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Star Wars Grosses >$500 million, Disney: Cable or Content?, Goldman Sachs Recants on Microsoft
Star Wars has significantly exceeded expectations, yet Disney’s stock is down. The question is what matters: content, or cable networks? I argue it is the former, and that Disney’s future is bright.
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Exponent Podcast: OpenAI and Strategy Credits
On Exponent, the weekly podcast I host with James Allworth, we discuss OpenAI’s new mission and what it says about capitalism. Or is it just a strategy credit that we are reading too much into? Listen to it here.
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Apple’s Executive Shuffle, Adele’s Concert Tickets
Significant changes were announced at Apple yesterday, particularly in marketing. Then, what is so bad about ticket brokers?
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Craig Federighi on Swift, Taylor Swift’s 1989 on Apple Music
John Gruber’s interview with Craig Federighi is an excellent opportunity to explore exactly why Swift is such a big deal. Then, Taylor Swift has an exclusive with Apple Music for the video of her 1989 concert.
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OpenAI, Artificial Intelligence and Data, Data and Recruiting
OpenAI launched with a lot of high minded talk about its altruistic structure, but I think the initiative is best understood through the lens of business