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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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MobileSpan

Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?

Posted onWednesday, June 11, 2014Saturday, March 24, 2018

Good morning, I forgot to link in yesterday’s update, but in case you missed it I wrote a piece on Stratechery defending Uber’s $18.2 billion valuation. To be clear, I’m not saying that Uber is guaranteed to succeed, but rather the size of the opportunity and the relative risk involved make it an obvious investmentSubscribe […]

Stratechery Plus

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Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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