Ben Thompson
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Losing My Amazon Religion
Benedict Evans asks a good question: If you were running this business, why would you slow down to take profits? pic.twitter.com/mbMNfbyZT4 — Benedict Evans (@BenedictEvans) July 28, 2014 The growth curve is impressive enough, even before you notice that the scale is logarithmic. And to be sure, Amazon has had doubters from the beginning: few […]
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Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
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Daily Update: Media and Authority, The Structural Changes in VC, Kim Kardashian: Hollywood
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Podcasts: Exponent Episode 010 – Clap on Three; This Week in Tech – Netflix Thinks I’m a Bronie
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we discuss feedback about Uber and pricing, then talk about Ben’s recent articles on Microsoft and Apple/IBM. Ben Thompson: It’s Time to Split Up Microsoft – Stratechery Ben Thompson: Big Blue and Apple’s Soul – Stratechery (Note: We recorded […]
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Big Blue and Apple’s Soul
I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the […]
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Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
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Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]