Skip to content

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

  • About
  • Email | Podcast | RSS | SMS
  • Contact Support

Posts

    Topics

      Concepts

        Companies

          By Ben Thompson

          About Ben
          Follow via Email/RSS
          Twitter

          Stratechery Plus

          About Stratechery Plus
          Subscribe
          Member Forum

          Account

          • Member
          • Delivery Preferences
          • Manage Account
          • Sign Out
          • Log In
          • Sign Up

          Loading

          Explore Stratechery

          • Concepts
          • Companies
          • Topics

          Archives

          • Articles
          • Updates
          • Interviews
          • Years in Review
          The Stratechery Update
          Stratechery Interviews
          Dithering
          Sharp Tech with Ben Thompson
          Sharp China with Sinocism's Bill Bishop
          Companies

          Zoom

          Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service

          Posted onTuesday, August 8, 2023Tuesday, August 8, 2023

          Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI

          Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options

          Posted onMonday, February 14, 2022Monday, February 14, 2022

          Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.

          Google Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings

          Posted onThursday, December 17, 2020Thursday, February 4, 2021

          Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.

          Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield

          Posted onThursday, July 9, 2020Wednesday, May 26, 2021

          An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.

          Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups

          Posted onThursday, June 18, 2020Tuesday, May 25, 2021

          Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption

          Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist

          Posted onThursday, June 11, 2020Thursday, February 4, 2021

          Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.

          Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption

          Posted onThursday, June 4, 2020Thursday, February 4, 2021

          Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.

          Zoom’s “Genuine Oversight”, Zoom’s Strengths and Weaknesses, Virality Versus Network Effects

          Posted onTuesday, May 5, 2020Thursday, February 4, 2021

          Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.

          An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology

          Posted onThursday, April 2, 2020Wednesday, May 26, 2021

          Zoom made the exact sort of post they needed to; then, an interview with Zeynep Tufekci about masks, media, and information ecology, and what it means if the techlash is over.

          Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei

          Posted onWednesday, April 1, 2020Thursday, February 4, 2021

          More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.

          Posts navigation

          Previous page

          Posts

            Topics

              Concepts

                Companies

                  By Ben Thompson

                  About Ben
                  Follow via Email/RSS
                  Twitter

                  Stratechery Plus

                  About Stratechery Plus
                  Subscribe
                  Member Forum

                  Account

                  • Member
                  • Delivery Preferences
                  • Manage Account
                  • Sign Out
                  • Log In
                  • Sign Up

                  Loading

                  Explore Stratechery

                  • Concepts
                  • Companies
                  • Topics

                  Archives

                  • Articles
                  • Updates
                  • Interviews
                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
                  On the business, strategy, and impact of technology. © Stratechery LLC 2023 | Terms of Service | Privacy Policy