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

  • (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan

    Sharp China | Jan 29
    (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan
Companies

LINE

  • Facebook’s Privacy Cake

    Thursday, March 7, 2019

    Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.


  • Text Messaging in the United States; Google Earnings; Google, Facebook, and GDPR

    Thursday, November 1, 2018

    An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.


  • The End of AOL Instant Messenger, Innovation Versus Interoperability, Portability > Interoperability

    Tuesday, October 10, 2017

    AOL Instant Messenger is dead, and there is a new debate as to whether interoperability killed it. The answer is almost certainly no, but that doesn’t necessarily mean interoperability is a bad thing…or is it?


  • Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings

    Thursday, January 26, 2017

    More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.


  • WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging

    Monday, June 13, 2016

    Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging


  • Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker

    Thursday, June 4, 2015

    Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.


  • The Funnel Framework

    Wednesday, June 3, 2015

    The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.


  • Daily Update: LINE Launches Grocery Services, Google Versus Uber?

    Tuesday, February 3, 2015


  • Daily Update: Facebook Earnings, Naver/LINE Disappoint

    Thursday, January 29, 2015


  • Daily Update: Christmas Gifts for Startups

    Tuesday, December 30, 2014


Older Posts→

Stratechery Plus

Updates

  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

    Tuesday, January 27, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan

    Sharp China | Jan 29
    (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan
  • TSMC CapEx

    Dithering | Jan 27
    TSMC CapEx
  • The Luka Trade One Year Later, The Hottest Team in the NBA and an OKC Reality Check, Another Giannis Injury

    Greatest Of All Talk | Jan 26
    The Luka Trade One Year Later, The Hottest Team in the NBA and an OKC Reality Check, Another Giannis Injury

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

Sharp Text

Articles

  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 2026
  • Notes from Schrödinger’s Cold War
    Friday, January 9, 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

  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

    Tuesday, January 27, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan

    Sharpchina | Jan 29
    (Preview) 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan
  • TSMC CapEx

    Dithering | Jan 27
    TSMC CapEx
  • The Luka Trade One Year Later, The Hottest Team in the NBA and an OKC Reality Check, Another Giannis Injury

    Greatest Of All Talk | Jan 26
    The Luka Trade One Year Later, The Hottest Team in the NBA and an OKC Reality Check, Another Giannis Injury

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

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