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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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By Ben Thompson

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Daily Update

Archive of Daily Emails for Stratechery Members

Niantic Lightship, An Interview with Niantic Founder John Hanke

Posted onThursday, May 26, 2022Thursday, May 26, 2022 Author by Ben Thompson

An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future

Microsoft Build, Thick Versus Thin, AI Platforms

Posted onWednesday, May 25, 2022Wednesday, May 25, 2022 Author by Ben Thompson

Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.

Snap Revenue Warning, Snap’s Direct Response Bifurcation, Broader Takeaways

Posted onTuesday, May 24, 2022Tuesday, May 24, 2022 Author by Ben Thompson

Snap’s revenue warning, and a closer examination of past earnings, point to a business that is much more driven by brand advertising than it is by direct response

An Interview with Eric Seufert About the Post-ATT Landscape

Posted onThursday, May 19, 2022Thursday, May 19, 2022 Author by Ben Thompson

An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.

Disney Earnings, Disney and Linear TV, Disney+ Ads

Posted onWednesday, May 18, 2022Wednesday, May 18, 2022 Author by Ben Thompson

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.

Musk, Twitter, and Bots; Bot Experience; Bot Science

Posted onTuesday, May 17, 2022Tuesday, May 17, 2022 Author by Ben Thompson

Elon Musk may be trying to renegotiate his Twitter deal by citing bots; all available evidence suggests that Twitter’s number is not only accurate, but conservative.

Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit

Posted onMonday, May 16, 2022Monday, May 16, 2022 Author by Ben Thompson

This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.

An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra

Posted onThursday, May 12, 2022Thursday, May 19, 2022 Author by Ben Thompson

An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.

Shopify Follow-up, Shopify Audiences, Unity Earnings

Posted onWednesday, May 11, 2022Wednesday, May 11, 2022 Author by Ben Thompson

Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.

Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime

Posted onMonday, May 9, 2022Monday, May 9, 2022 Author by Ben Thompson

Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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  • Topics

Archives

  • Articles
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  • Years in Review

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