Ben Thompson
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Stratechery Plus Adds Greatest Of All Talk
Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.
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An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
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DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal
The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
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Netflix’s New Chapter
Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
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An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing
An interview with The Air Current’s Jon Ostrower about Southwest’s meltdown, being an independent publisher, why there isn’t supersonic passenger flights, and building a hardware product.
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TSMC Earnings, Geographic Flexibility, The 7nm Question
TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.