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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          An Interview With Instacart CEO Fidji Simo About Big Ambitions

          Posted onThursday, September 29, 2022Thursday, September 29, 2022

          An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.

          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

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                  Explore Stratechery

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                  Archives

                  • Articles
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                  • 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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