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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

  • Price Hikes

    Dithering | Jun 26
    Price Hikes
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 Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
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Stratechery Plus

Podcasts

  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharp Tech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer
  • Draft Week Winners and Losers, Miami Gets Giannis and Boston Gets Awkward, Micah Nori and a Blazers Experiment

    Greatest Of All Talk | Jun 24
    Draft Week Winners and Losers, Miami Gets Giannis and Boston Gets Awkward, Micah Nori and a Blazers Experiment

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • Hopes, Fears, and the Wizards
    Friday, June 26, 2026
  • Aura and the Lack Thereof
    Friday, June 19, 2026
  • Europe’s Final Warning
    Friday, June 12, 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 Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • My Vibe Coding Adventure, The App and the Experience, Ten Takeaways

    Wednesday, June 24, 2026
  • Memory Chips and China, Microsoft and Chinese Models

    Tuesday, June 23, 2026
View All

Stratechery Plus

Podcasts

  • Price Hikes

    Dithering | Jun 26
    Price Hikes
  • (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Sharptech | Jun 26
    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer
  • Draft Week Winners and Losers, Miami Gets Giannis and Boston Gets Awkward, Micah Nori and a Blazers Experiment

    Greatest Of All Talk | Jun 24
    Draft Week Winners and Losers, Miami Gets Giannis and Boston Gets Awkward, Micah Nori and a Blazers Experiment

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

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