Stratechery by Ben Thompson
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Stratechery by Ben Thompson
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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

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
Companies

Bird

  • Aggregators and Jobs-to-be-Done

    Tuesday, December 4, 2018

    Aggregators succeed by being the best at doing the jobs consumers want done.


  • San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters

    Tuesday, September 4, 2018

    San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very different strategies.


  • Uber Invests in Lime, Uber Versus Google Maps, AT&T and HBO

    Tuesday, July 10, 2018

    Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?


  • Scooter Follow-up, Microsoft and the Xbox, Spotify Signs Indie Acts

    Tuesday, June 12, 2018

    Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.


  • The Scooter Economy

    Monday, June 11, 2018

    Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.


Stratechery Plus

Updates

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
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Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharp China | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

Sharp Text

Articles

  • The Scorpion and the Frogs
    Friday, January 30, 2026
  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 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

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    Wednesday, February 4, 2026
  • Personal Day — Sick

    Monday, February 2, 2026
View All

Stratechery Plus

Podcasts

  • The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

    Sharpchina | Feb 5
    The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?
  • Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

    Greatest Of All Talk | Feb 3
    Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson
  • Apple Earnings and OpenClaw

    Dithering | Feb 3
    Apple Earnings and OpenClaw

Stratechery Plus

Interviews

  • An Interview with Benedict Evans About AI and Software

    Thursday, February 5, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
View All

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