Skip to content

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

  • About
  • Dithering
  • Exponent

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
Companies

Ninebot

More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends

Posted onWednesday, December 5, 2018Tuesday, November 12, 2019 Author by Ben Thompson

Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
On the business, strategy, and impact of technology. © Stratechery LLC 2022 | Terms of Service | Privacy Policy