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

  • An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

    Greatest Of All Talk | Apr 3
    An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids
Companies

ESPN

  • Disney Earnings, Disney 3.0, Streaming and Sports

    Monday, November 13, 2023

    Listen to Podcast

    Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.


  • An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry

    Thursday, September 14, 2023

    Listen to Podcast

    An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.


  • Charter-Disney Winners and Losers

    Tuesday, September 12, 2023

    Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins


  • The Rise and Fall of ESPN’s Leverage

    Tuesday, September 5, 2023

    Watch on YouTube

    Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.


  • Disney Earnings, A Split Disney?, ESPN’s Advertising

    Wednesday, August 16, 2023

    Listen to Podcast

    Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.


  • Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)

    Tuesday, July 18, 2023

    Listen to Podcast

    Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.


  • An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

    Thursday, May 18, 2023

    Listen to Podcast

    An interview with me about my background, Aggregation Theory, AI, streaming, and more.


  • An Interview with The Ringer Founder and CEO Bill Simmons

    Thursday, March 16, 2023

    Listen to Podcast

    An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.


  • An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?

    Wednesday, March 8, 2023

    Listen to Podcast

    ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat


  • An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance

    Thursday, March 2, 2023

    Listen to Podcast

    An interview with former ESPN executive John Kosner about building ESPN.com, the impact of the Internet on sports, managing Bill Simmons, and sports and the next generation.


←Newer Posts Older Posts→

Stratechery Plus

Updates

  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

    Wednesday, April 1, 2026
View All

Stratechery Plus

Podcasts

  • An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

    Greatest Of All Talk | Apr 3
    An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids
  • Will AI Disrupt Apple?

    Dithering | Apr 3
    Will AI Disrupt Apple?
  • (Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

    Sharp Tech | Apr 3
    (Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

Stratechery Plus

Interviews

  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
View All

Sharp Text

Articles

  • A Snap of Oversteer
    Friday, April 3, 2026
  • Tilting at Windmills
    Friday, March 27, 2026
  • What the NBA Could Be Getting from College Basketball
    Friday, March 20, 2026
View All

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

  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

    Wednesday, April 1, 2026
View All

Stratechery Plus

Podcasts

  • An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

    Greatest Of All Talk | Apr 3
    An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids
  • Will AI Disrupt Apple?

    Dithering | Apr 3
    Will AI Disrupt Apple?
  • (Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

    Sharptech | Apr 3
    (Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

Stratechery Plus

Interviews

  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
View All

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