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

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
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

  • 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
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Stratechery Plus

Interviews

  • 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
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

Sharp Text

Articles

  • 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
  • A Snap of Oversteer
    Friday, April 3, 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

  • 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
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Stratechery Plus

Interviews

  • 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
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

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