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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

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
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→

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Updates

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharp China | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

Sharp Text

Articles

  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
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More by Ben Thompson

Year in Review

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

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All Articles

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All Content

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Stratechery Plus

UpdateS

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • How Tim Cook Changed Apple

    Dithering | Apr 24
    How Tim Cook Changed Apple
  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharpchina | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
View All

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