Page 18 – Stratechery by Ben Thompson

Mistakes and Memes

Tuesday, February 9, 2021

Information on the Internet is conveyed by memes, which can be anything and everything. The real world impacts are only now being understood.

Publishing is Back to the Future

Wednesday, January 27, 2021

Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.

Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings

Wednesday, January 20, 2021

That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.

Two Crises, Tech’s Costs, Looking Forward

Wednesday, January 13, 2021

Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.

Internet 3.0 and the Beginning of (Tech) History

Tuesday, January 12, 2021

The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.

A Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer

Tuesday, December 1, 2020

One more lesson from Dave Chappelle, this time about how the old order are all playing the same game. Apple seems to prefer that game, even if Facebook has helped them win at the new one.

Five Lessons From Dave Chappelle

Monday, November 30, 2020

Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.

An Interview with BuzzFeed CEO Jonah Peretti

Tuesday, November 24, 2020

Listen to Podcast

An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.

Playing on Hard Mode

Tuesday, November 17, 2020

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

More on Visa-Plaid, European Commission v. Amazon, Spotify Updates

Tuesday, November 10, 2020

Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.

10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping

Archives

Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings

More on Visa-Plaid, European Commission v. Amazon, Spotify Updates

10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping

Apple’s Supply Squeeze

The Wizards Win the NBA Lottery, Post-Lottery Reactions and Questions, A Wemby Ejection and a Wolves Resurrection

The Deployment Company, Back to the 70s, Apple and Intel

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future

An Interview with Joanna Stern About Living With AI

10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping

Apple’s Supply Squeeze

The Wizards Win the NBA Lottery, Post-Lottery Reactions and Questions, A Wemby Ejection and a Wolves Resurrection

An Interview with Joanna Stern About Living With AI

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

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment