Page 12 – Stratechery by Ben Thompson

An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance

Thursday, March 2, 2023

An interview with former ESPN executive John Kosner about building ESPN.com, the impact of the Internet on sports, managing Bill Simmons, and sports and the next generation.

What the NBA Can Learn From Formula 1

Tuesday, February 28, 2023

Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating

Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls

Tuesday, February 21, 2023

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Section 230 is going before the Supreme Court: are content recommendations covered like moderation? A loss for Google would be an opportunity for Congress to protect essential rights.

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Tuesday, February 7, 2023

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The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.

DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal

Wednesday, January 25, 2023

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The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.

Narratives

Monday, November 14, 2022

What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.

An Interview with Eugene Wei About Streaming and Social Media

Thursday, November 3, 2022

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An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.

An Interview With Instacart CEO Fidji Simo About Big Ambitions

Thursday, September 29, 2022

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An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.

An Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site

Thursday, September 15, 2022

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An interview with The Verge EIC Nilay Patel about building a destination site, his background and how that connects to his career in tech journalism, The Verge’s business model and approach to journalism ethics, and a bit of a debate about moderation and net neutrality.

Instagram Reels Struggles, Meta’s Mistake, TikTok at Code

Wednesday, September 14, 2022

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Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy

Open Letters and Weights

Open Letters and Weights

Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

Netflix Earnings, Is Netflix Washed?, Additional Notes

IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

Open Letters and Weights

Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

An Interview with Figma CEO Dylan Field About Design and AI

An Interview with Michael Morton About E-Commerce in the Age of AI

An Interview with Ben Bajarin About Apple, AI, and Compute

Open Letters and Weights

Archives

Open Letters and Weights

Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum