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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 Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

    Greatest Of All Talk | Jun 16
    The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth
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

  • The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor

    Wednesday, June 17, 2026
  • Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works

    Tuesday, June 16, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Stratechery Plus

Podcasts

  • The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

    Greatest Of All Talk | Jun 16
    The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth
  • Anthropic’s PR

    Dithering | Jun 16
    Anthropic’s PR
  • (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

    Sharp Tech | Jun 12
    (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

Stratechery Plus

Interviews

  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • 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
View All

Sharp Text

Articles

  • Europe’s Final Warning
    Friday, June 12, 2026
  • Steph Curry Turns to China
    Friday, June 5, 2026
  • How Spencer Pratt Happens
    Friday, May 29, 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

  • The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor

    Wednesday, June 17, 2026
  • Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works

    Tuesday, June 16, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Stratechery Plus

Podcasts

  • The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

    Greatest Of All Talk | Jun 16
    The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth
  • Anthropic’s PR

    Dithering | Jun 16
    Anthropic’s PR
  • (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

    Sharptech | Jun 12
    (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

Stratechery Plus

Interviews

  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
  • 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
View All

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