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Stratechery by Ben Thompson

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

Posted onTuesday, December 19, 2017Sunday, March 25, 2018

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

Explore Stratechery

  • Concepts
  • Companies
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By Ben Thompson

  • About
  • Exponent Podcast
  • Member Forum

Weekly Articles

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The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

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Archives

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