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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
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Latest Podcast

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
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→

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Updates

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
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Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharp China | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

Sharp Text

Articles

  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
  • Super Intelligence Is Not Right, Either
    Friday, October 2, 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

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
View All

Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharpchina | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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