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

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
Companies

Hulu

  • Disney and the Future of TV

    Monday, April 15, 2019

    TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.


  • Amazon “HQ2” Choice, Disney Earnings, Disney’s Hulu Plan

    Tuesday, November 13, 2018

    Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.


  • Spotify Earnings, Spotify’s Free Plan and Hulu Partnership, Snap Earnings

    Monday, May 7, 2018

    Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.


  • Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu

    Monday, December 18, 2017

    The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?


  • Amazon Studios Shifts Strategy, Spotify and Hulu, Facebook to Spend $1 Billion on Video

    Tuesday, September 12, 2017

    Amazon Studios is shifting its strategy, which rationalizes Prime Video; the big winner is Netflix. Then, Spotify makes a smart move with Hulu, while Facebook is resorting to brute force in video.


←Newer Posts

Stratechery Plus

Updates

  • Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment

    Wednesday, April 8, 2026
  • Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

    Tuesday, April 7, 2026
  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
  • Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver

    Greatest Of All Talk | Apr 6
    Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver
  • 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

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

  • Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment

    Wednesday, April 8, 2026
  • Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

    Tuesday, April 7, 2026
  • OpenAI Buys TBPN, Tech and the Token Tsunami

    Monday, April 6, 2026
View All

Stratechery Plus

Podcasts

  • OpenAI Buys TBPN

    Dithering | Apr 7
    OpenAI Buys TBPN
  • Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver

    Greatest Of All Talk | Apr 6
    Malone to Carolina and Karnisovas Out in Chicago, Cooper and Kon Battling to the Finish, A Jokic-Wemby Classic in Denver
  • 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

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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