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

  • Apple and the Frontier Labs

    Dithering | Apr 14
    Apple and the Frontier Labs
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 F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
  • OpenAI’s Memos, Frontier, Amazon and Anthropic

    Tuesday, April 14, 2026
View All

Stratechery Plus

Podcasts

  • Apple and the Frontier Labs

    Dithering | Apr 14
    Apple and the Frontier Labs
  • 2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

    Greatest Of All Talk | Apr 13
    2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More
  • An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

    Greatest Of All Talk | Apr 10
    An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

Sharp Text

Articles

  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 2026
  • Tilting at Windmills
    Friday, March 27, 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 F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
  • OpenAI’s Memos, Frontier, Amazon and Anthropic

    Tuesday, April 14, 2026
View All

Stratechery Plus

Podcasts

  • Apple and the Frontier Labs

    Dithering | Apr 14
    Apple and the Frontier Labs
  • 2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

    Greatest Of All Talk | Apr 13
    2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More
  • An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

    Greatest Of All Talk | Apr 10
    An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

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