Ben Thompson
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Xiaomi’s Oversold Global Ambitions, and the Week in Daily Updates
The main page content on Stratechery is free for all readers, but I also offer the Daily Update via email and RSS for $10 per month/$100 per year.1 This is one of the items sent out in this week’s Daily Updates. To sign up, visit the Membership page Xiaomi’s Worldwide Ambitions Bloomberg BusinessWeek has a […]
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How Apple TV Might Disrupt Microsoft and Sony
Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal. In 1985 Nintendo introduced the Famicom to North America as the Nintendo Entertainment System for a mere $199, a remarkably low price considering the average […]
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Podcast: Exponent 006 – Product Versus Profit
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this episode we discuss why James was less excited by WWDC than was Ben, why the Beats acquisition may actually be a textbook response to the Innovator’s Dilemma, whether Apple has every truly faced disruption, as well as James’ review of […]
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Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?
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Daily Update: Payments – Affirm, Amazon, and Facebook Messenger?
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Why Uber is Worth $18.2 Billion
Christopher Mims’ piece Uber’s $18.2B Valuation Is a Head Scratcher is getting a lot of play, and deservedly so: it’s a good encapsulation of many people’s objections to Uber’s recent round that valued the company at $18.2 billion. However, I think Mims is wrong. I would argue he: Dramatically underestimates Uber’s potential market Undervalues Uber’s […]
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Daily Update: The Computex Contrast, Big Screens Dominate, Xiaomi’s Worldwide Ambitions
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What Steve Jobs Wouldn’t Have Done
Between a feature-by-feature review (members only) and an analysis of strategic underpinnings, I’ve written nearly three thousand words about Apple’s WWDC announcements. Still, though, it feels like I haven’t written about what is perhaps the most important takeaway. It’s a takeaway I’ve resisted, even as writer after blogger after Twitterer has said the same thing: […]