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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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By Ben Thompson

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Companies

Ford

Ford Fires CEO, Car Companies and the Future, Anthony Levandowski vs. Google

Posted onWednesday, May 24, 2017Wednesday, March 21, 2018 Author by Ben Thompson

Ford has a new CEO, and it probably doesn’t have much to do with the tech industry. That said, what car companies are best placed for the future? Plus, 100x engineers and the problem of culture.

Google, Uber, and the Evolution of Transportation-as-a-Service

Posted onWednesday, August 31, 2016Tuesday, March 27, 2018 Author by Ben Thompson

The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?

CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games

Posted onMonday, January 4, 2016Sunday, March 25, 2018 Author by Ben Thompson

I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.

Differentiation and Value Capture in the Internet Age

Posted onWednesday, November 19, 2014Monday, March 26, 2018 Author by Ben Thompson

The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

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Weekly Updates via
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Explore Stratechery

  • Concepts
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Archives

  • Articles
  • Daily Updates
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