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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
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Latest Podcast

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
Companies

Oath

  • Distribution and Demand

    Tuesday, May 18, 2021

    Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.


  • Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath

    Monday, December 17, 2018

    Tumblr was first banned from the App Store, and then Tumblr banned NSFW content. Making sense of what happened requires understanding what is happening at Verizon.


  • Sports Gambling Defederalized, Amazon Channels

    Monday, May 21, 2018

    Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.


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Updates

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
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Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharp China | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
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Sharp Text

Articles

  • A Wizards Public Service Announcement and 18 More NBA Takes
    Friday, October 16, 2026
  • Friends Without Benefits
    Friday, October 9, 2026
  • Super Intelligence Is Not Right, Either
    Friday, October 2, 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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UpdateS

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • Netflix Earnings, Business or Franchise, Disney’s Deal

    Wednesday, October 21, 2026
  • Muse Spark Open, Meta + Apple, Thin and Thick

    Tuesday, October 20, 2026
View All

Stratechery Plus

Podcasts

  • Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

    Greatest Of All Talk | Oct 21
    Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams
  • (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips

    Sharpchina | Oct 21
    (Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips
  • Apple + Meta AI

    Dithering | Oct 20
    Apple + Meta AI

Stratechery Plus

Interviews

  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
  • A Conversation With Ari Emanuel About Entertainment and AI

    Thursday, October 15, 2026
  • An Interview with Katie Harbath About Disrupting Politics at Facebook

    Thursday, October 8, 2026
View All

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