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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
Companies

Ring

  • Amazon’s Hardware Event, Ring and Tesla, Luna

    Tuesday, October 6, 2020

    Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.


  • Antitrust Politics

    Tuesday, August 4, 2020

    Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.


  • AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism

    Thursday, December 19, 2019

    A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.


  • Amazon Acquires Eero, Owning the Home, Amazon Earnings

    Tuesday, February 12, 2019

    Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.


  • Ring, Alarm.com, and Bottom-up Ecosystem Building; Dropbox and Timing; Apple, China, Microsoft, the United States

    Thursday, March 1, 2018

    More follow-up on both Ring/Amazon and Dropbox, then why Apple in China explains why the Supreme Court should rule in favor or tech companies.


  • Amazon Buys Ring, Ring’s Exit, Amazon’s Strategy and the Integration of the Home

    Wednesday, February 28, 2018

    Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.


Stratechery Plus

Updates

  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
  • Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems

    Wednesday, August 12, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • New York and the Power of the Network
    Friday, August 14, 2026
  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

View All
All Articles

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
  • Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems

    Wednesday, August 12, 2026
View All

Stratechery Plus

Podcasts

  • August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations

    Greatest Of All Talk | Aug 18
    August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
  • More on Watermarking

    Dithering | Aug 18
    More on Watermarking
  • Watermarks

    Dithering | Aug 14
    Watermarks

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

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