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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 Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

    Sharp China | Oct 1
    The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns
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

  • An Interview with Jason Del Rey About Muse, Amazon, and Walmart

    Thursday, October 1, 2026
  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
View All

Stratechery Plus

Podcasts

  • The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

    Sharp China | Oct 1
    The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns
  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI

Stratechery Plus

Interviews

  • An Interview with Jason Del Rey About Muse, Amazon, and Walmart

    Thursday, October 1, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
View All

Sharp Text

Articles

  • Too Many Stadiums with Roofs
    Friday, September 25, 2026
  • Some of All Fears
    Friday, September 18, 2026
  • The War and Reasonable Doubt
    Friday, September 4, 2026
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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

  • An Interview with Jason Del Rey About Muse, Amazon, and Walmart

    Thursday, October 1, 2026
  • OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

    Wednesday, September 30, 2026
  • One More Note on Agents, Meta Connect, Meta Enterprise Platform

    Tuesday, September 29, 2026
View All

Stratechery Plus

Podcasts

  • The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

    Sharpchina | Oct 1
    The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns
  • Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

    Greatest Of All Talk | Sep 29
    Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days
  • Personal AI

    Dithering | Sep 29
    Personal AI

Stratechery Plus

Interviews

  • An Interview with Jason Del Rey About Muse, Amazon, and Walmart

    Thursday, October 1, 2026
  • An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

    Thursday, September 24, 2026
  • An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

    Thursday, September 17, 2026
View All

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