Skip to content
Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • Apple Settles With EU

    Dithering | Aug 21
    Apple Settles With EU
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


←Newer Posts Older Posts→

Stratechery Plus

Updates

  • Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany

    Wednesday, August 19, 2026
  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
View All

Stratechery Plus

Podcasts

  • Apple Settles With EU

    Dithering | Aug 21
    Apple Settles With EU
  • (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports

    Sharp Tech | Aug 21
    (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports
  • Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

    Sharp China | Aug 20
    Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • So What Was Trump Saying to South Korea on Sunday?
    Friday, August 21, 2026
  • New York and the Power of the Network
    Friday, August 14, 2026
  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 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.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

  • Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany

    Wednesday, August 19, 2026
  • Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

    Tuesday, August 18, 2026
  • Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model

    Monday, August 17, 2026
View All

Stratechery Plus

Podcasts

  • Apple Settles With EU

    Dithering | Aug 21
    Apple Settles With EU
  • (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports

    Sharptech | Aug 21
    (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports
  • Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

    Sharpchina | Aug 20
    Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.