Skip to content
Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

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

Latest Podcast

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
Companies

AT&T

  • Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?

    Thursday, June 21, 2018

    The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.


  • AT&T, Time Warner, and the Need for Neutrality

    Monday, June 18, 2018

    It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.


  • Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview

    Tuesday, May 1, 2018

    Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism


  • AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision

    Thursday, January 11, 2018

    AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.


  • The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections

    Tuesday, November 21, 2017

    The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.


  • AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks

    Tuesday, November 29, 2016

    AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks


  • AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

    Tuesday, October 25, 2016

    Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)


  • AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective

    Monday, October 24, 2016

    Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.


  • Daily Update: It’s a Watch!, Net Neutrality and Zero Rating

    Monday, March 9, 2015


  • Daily Update: Lenovo’s Superfish Debacle, AT&T Prices Privacy

    Monday, February 23, 2015


←Newer Posts Older Posts→

Stratechery Plus

Updates

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

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
View All

Stratechery Plus

Podcasts

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharp Tech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

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

  • Hopes, Fears, and the Wizards
    Friday, June 26, 2026
  • Aura and the Lack Thereof
    Friday, June 19, 2026
  • Europe’s Final Warning
    Friday, June 12, 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.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

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

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
View All

Stratechery Plus

Podcasts

  • 10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos

    Greatest Of All Talk | Jul 1
    10 Questions on LeBron, Jokic, KESSLER, Blazers Points Guards and Offseason Chaos
  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharptech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

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

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.