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

  • How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

    Greatest Of All Talk | Mar 16
    How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)
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

  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

    Wednesday, March 11, 2026
View All

Stratechery Plus

Podcasts

  • How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

    Greatest Of All Talk | Mar 16
    How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)
  • LLM Paradigm Changes

    Dithering | Mar 16
    LLM Paradigm Changes
  • Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

    Greatest Of All Talk | Mar 13
    Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

Stratechery Plus

Interviews

  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • An Interview with Gregory Allen About Anthropic and the U.S. Government

    Thursday, March 5, 2026
View All

Sharp Text

Articles

  • Loud and Clear
    Friday, March 13, 2026
  • The End of the World As We Know It
    Friday, March 6, 2026
  • The NBA’s Problems Are Structural, Cultural and Fixable
    Friday, February 20, 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 Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

    Wednesday, March 11, 2026
View All

Stratechery Plus

Podcasts

  • How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

    Greatest Of All Talk | Mar 16
    How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)
  • LLM Paradigm Changes

    Dithering | Mar 16
    LLM Paradigm Changes
  • Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

    Greatest Of All Talk | Mar 13
    Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

Stratechery Plus

Interviews

  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026
  • An Interview with Robert Fishman About the Current State of Hollywood

    Thursday, March 12, 2026
  • An Interview with Gregory Allen About Anthropic and the U.S. Government

    Thursday, March 5, 2026
View All

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