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

  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharp China | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
Companies

P&G

  • Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising

    Thursday, February 15, 2018

    Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.


  • Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings

    Wednesday, August 10, 2016

    In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.


  • Dollar Shave Club and the Disruption of Everything

    Wednesday, July 20, 2016

    Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.


  • How Technology is Changing the World (P&G Edition)

    Tuesday, August 5, 2014

    P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.


Stratechery Plus

Updates

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharp China | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • 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

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • 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
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
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 Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
View All

Stratechery Plus

Podcasts

  • (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

    Sharpchina | Apr 23
    (Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
  • 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

Stratechery Plus

Interviews

  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • 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
View All

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