SpaceX – Page 14 – Stratechery by Ben Thompson

The Reality of Missing Out

Tuesday, February 9, 2016

Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.

Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company

Wednesday, January 27, 2016

Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.

How Facebook Squashed Twitter

Tuesday, January 26, 2016

Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.

Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances

Monday, January 25, 2016

There was another executive shakeup at Twitter, which probably shouldn’t have been a surprise. Plus, Oracle has revealed new numbers about Android that highlight just how little Google probably makes on mobile search.

SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits

Thursday, January 21, 2016

SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.

Twitter 10,000, The Problem with Links, The Business of Expanded Tweets

Wednesday, January 6, 2016

News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.

SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance

Tuesday, December 22, 2015

SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney

Twitter Follow-up, Nintendo’s Conundrum

Friday, October 30, 2015

Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

Twitter’s Opaque Earnings, Twitter’s Misaligned Advertising Business, Twitter’s New Ad

Thursday, October 29, 2015

Twitter’s earnings were concerning, and the explanation on the earnings call was opaque. What exactly is going on, and what is the company trying to hide?

Twitter Suspends Accounts Over GIFs, SnapChat Shuts Down Snap Channel, More on Moments

Tuesday, October 13, 2015

Twitter suspended a couple of accounts for tweeting sports highlights GIFs. First a bit about the issue at hand, and then a bigger picture look at what this says about Moments, if anything. Then, Snapchat is getting out of original programming, which is a great sign. Finally, what the future of Moments should look like.

Dots

Dots

(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

One More Note on Agents, Meta Connect, Meta Enterprise Platform

Dots

(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People