Stratechery by Ben Thompson
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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

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
Companies

Lyft

  • The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber

    Monday, December 7, 2015

    Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.


  • Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling

    Tuesday, December 1, 2015

    Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.


  • UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes

    Thursday, September 3, 2015

    More on UberPool, including the inevitability of self-driving cars, Uber’s competitors, and whether or not Uber needs mass transit. Then, Google’s ban on interstitial app install ads may be a bit arbitrary, but does that matter? Plus a must-read article that ties Instagram’s photo sizes to Twitter’s 140 characters.


  • Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited

    Wednesday, November 26, 2014


  • Why Uber Fights

    Monday, November 24, 2014

    Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.


  • Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone

    Wednesday, August 27, 2014


  • Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music

    Wednesday, July 9, 2014


←Newer Posts

Stratechery Plus

Updates

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • 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
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

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

  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 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

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • 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
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

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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