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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
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Latest Podcast

  • A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More

    Greatest Of All Talk | Jun 9
    A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More
Companies

ESPN

  • MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues

    Thursday, October 14, 2021

    The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.


  • Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals

    Wednesday, August 18, 2021

    Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.


  • ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers

    Tuesday, July 13, 2021

    Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.


  • The NFL’s New Rights Deals, Amazon’s Rumored Deal, Post-Pandemic Sports

    Monday, March 8, 2021

    The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.


  • Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality

    Monday, December 14, 2020

    Disney’s investor day showed the power of differentiated IP and optionality.


  • An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine

    Thursday, April 16, 2020

    Listen to Podcast

    An interview with Ethan Sherwood Strauss about being a writer on the Internet, the problem with social media and the NBA, and his new book The Victory Machine


  • Working From Home with Kids, What About Pay TV?, An NBA Proposal

    Monday, March 16, 2020

    Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?


  • Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney

    Wednesday, November 20, 2019

    Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.


  • China Cultural Clash Follow-Up, Disney and Blizzard, Choosing Customers

    Wednesday, October 9, 2019

    More on TikTok, then Disney and Blizzard demonstrate how expensive customers can be, while Google and Facebook benefit.


  • Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings

    Friday, August 9, 2019

    Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.


←Newer Posts Older Posts→

Stratechery Plus

Updates

  • Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

    Monday, June 8, 2026
  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • The Nvidia AI PC, Project Solara, Microsoft AI

    Wednesday, June 3, 2026
View All

Stratechery Plus

Podcasts

  • A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More

    Greatest Of All Talk | Jun 9
    A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More
  • A Working Siri

    Dithering | Jun 9
    A Working Siri
  • WWDC Questions

    Dithering | Jun 5
    WWDC Questions

Stratechery Plus

Interviews

  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

    Thursday, May 28, 2026
  • An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

    Thursday, May 21, 2026
View All

Sharp Text

Articles

  • Steph Curry Turns to China
    Friday, June 5, 2026
  • How Spencer Pratt Happens
    Friday, May 29, 2026
  • Elon’s OpenAI Lawsuit Is Boring and Insulting, and It’s Already a Success
    Friday, May 15, 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

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Stratechery Plus

UpdateS

  • Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

    Monday, June 8, 2026
  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • The Nvidia AI PC, Project Solara, Microsoft AI

    Wednesday, June 3, 2026
View All

Stratechery Plus

Podcasts

  • A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More

    Greatest Of All Talk | Jun 9
    A Mid-Finals Mailbag: Instant Classics, Wemby the Villain, Officiating Angst, Brunson and KAT Questions, The Parity Decade, and Lots More
  • A Working Siri

    Dithering | Jun 9
    A Working Siri
  • WWDC Questions

    Dithering | Jun 5
    WWDC Questions

Stratechery Plus

Interviews

  • An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

    Thursday, June 4, 2026
  • An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity

    Thursday, May 28, 2026
  • An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

    Thursday, May 21, 2026
View All

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