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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

Instacart

Target Buys Shipt, Why Target?, The Expansion of Amazon Basics

Posted onTuesday, December 19, 2017Monday, February 25, 2019

The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.

China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart

Posted onMonday, October 5, 2015Wednesday, March 21, 2018

The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

  • Member
  • Delivery Preferences
  • Manage Account
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  • Log In
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Support

Please email support@stratechery.com
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