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

  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
Companies

Nest

  • An Interview with “Father of the iPod” Tony Fadell

    Thursday, May 5, 2022

    Listen to Podcast

    An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.


  • AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism

    Thursday, December 19, 2019

    A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.


  • Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers

    Thursday, February 21, 2019

    Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.


  • Amazon Acquires Eero, Owning the Home, Amazon Earnings

    Tuesday, February 12, 2019

    Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.


  • The Battle for the Home

    Wednesday, October 10, 2018

    Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?


  • Google Earnings, Google’s Cost Drivers, Other Bets Versus Google Ventures

    Tuesday, April 24, 2018

    Google’s Earnings show rapidly rising expenses, which makes sense as the company seeks to grow outside of its core competency. Plus, why even Google is often better off investing instead of expanding.


  • Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge

    Wednesday, June 8, 2016

    Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.


  • Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus

    Monday, June 6, 2016

    Tony Fadell is out at Nest, likely signifying the beginning of the end of a deal I initially praised. Examining why I was wrong gives a lens to understand what went wrong.


  • Amazon Echo Expands, The Nest Failure, Microsoft and Slack

    Monday, March 7, 2016

    There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.


  • Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things

    Friday, January 9, 2015


Older Posts→

Stratechery Plus

Updates

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • 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
View All

Sharp Text

Articles

  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 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

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • 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
View All

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