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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
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Latest Podcast

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharp Tech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
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→

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Updates

  • Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

    Friday, October 23, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
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Stratechery Plus

Podcasts

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharp Tech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
  • The Duo Review

    Dithering | Oct 23
    The Duo Review
  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

Sharp Text

Articles

  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 2026
  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
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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

  • Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

    Friday, October 23, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
View All

Stratechery Plus

Podcasts

  • Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

    Sharptech | Oct 23
    Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
  • The Duo Review

    Dithering | Oct 23
    The Duo Review
  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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