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

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
Companies

Zoom

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

    Thursday, April 2, 2020

    Listen to Podcast

    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

    Wednesday, April 1, 2020

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


  • Zoom and Facebook, Zoom Mistakes, Zoom Fixes

    Monday, March 30, 2020

    Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.


  • The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom

    Wednesday, March 4, 2020

    Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.


  • 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


  • Microsoft, Slack, Zoom, and the SaaS Opportunity

    Tuesday, April 30, 2019

    The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.


  • Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop

    Monday, March 25, 2019

    Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.


←Newer Posts

Stratechery Plus

Updates

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharp Tech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Sharp Text

Articles

  • Beijing Is Not Playing the Long Game
    Friday, May 1, 2026
  • Tim Cook Personified Big Tech’s Maturity
    Friday, April 24, 2026
  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 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

  • Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

    Thursday, April 30, 2026
  • Intel Earnings, Intel’s Differentiation?, Whither Terafab

    Wednesday, April 29, 2026
  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
View All

Stratechery Plus

Podcasts

  • Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

    Greatest Of All Talk | May 1
    Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch
  • OpenAI, Musk & Microsoft

    Dithering | May 1
    OpenAI, Musk & Microsoft
  • (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

    Sharptech | May 1
    (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices

Stratechery Plus

Interviews

  • An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

    Tuesday, April 28, 2026
  • An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

    Thursday, April 23, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.