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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

  • 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
Companies

HBO

  • HBO Max, AT&T’s Challenges, The Streaming Battleground

    Wednesday, October 30, 2019

    AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.


  • Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO

    Thursday, September 19, 2019

    Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.


  • HBO Max and Friends; British Airways, Marriott Hit with GDPR Fines; Zoom’s Vulnerability

    Wednesday, July 10, 2019

    HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority


  • Changes at HBO, AT&T’s Strategic Rationale, HBO’s Differentiation

    Monday, March 4, 2019

    There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.


  • Uber Invests in Lime, Uber Versus Google Maps, AT&T and HBO

    Tuesday, July 10, 2018

    Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?


  • Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)

    Monday, December 5, 2016

    It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.


  • AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective

    Monday, October 24, 2016

    Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.


  • Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons

    Monday, June 27, 2016

    There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.


  • Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN

    Tuesday, August 18, 2015

    The Amazon story continues, and it is striking how there is zero common ground between people who work in tech and the journalists who cover it. Will this mark a shift in the relationship? Plus, what HBO’s Sesame Street deal, Amazon’s Top Gear deal, and NBC’s Premier League deal say about the future of streaming.


  • Netflix and the Conservation of Attractive Profits

    Wednesday, July 8, 2015

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption


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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

  • 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
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality

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
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

View All
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

  • 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
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality

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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