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

  • 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
Companies

Yelp

  • The Google Squeeze

    Tuesday, November 12, 2019

    Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.


  • Facebook Filter Foibles, The EU Copyright Directive, Yelp and the Three Approaches to Internet Content

    Thursday, July 5, 2018

    Facebook provides a useful example of how automated filtering goes wrong, even as the E.U. mandates exactly that. A recent court case about Yelp shows that the U.S. has the best approach to content law.


  • The Bill Gates Line

    Wednesday, May 23, 2018

    Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.


  • Google Sells Zagat to The Infatuation, The Infatuation and Zagat, More on Google and AMP

    Monday, March 12, 2018

    A review of why Google bought Zagat, what The Infatuation might do with the review site, and the parallels with the AMP project.


  • Uber in London: A Correction, Books and Blogs Revisited, More Aggregators

    Wednesday, September 27, 2017

    A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.


  • Facebook’s Impressive Consistency, Yelp’s Employee Problem

    Thursday, July 30, 2015

    Facebook consistently delivers good results, which is why they get a lot of leeway from investors. Perhaps the latter aren’t as irrational as everyone thinks. Plus, Yelp’s big problem, and why it might affect Twitter.


  • Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update

    Friday, May 8, 2015

    In today’s Daily Update: – Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why – Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming… -…


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

  • 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
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharp Tech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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
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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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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

  • 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
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharptech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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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