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On the business, strategy, and impact of technology.

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By Ben Thompson

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Concepts

Media

Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset

Posted onMonday, April 11, 2022Monday, April 11, 2022 Author by Ben Thompson

The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.

Why Netflix Should Not Sell Ads, Elon Musk and Twitter

Posted onTuesday, April 5, 2022Tuesday, April 5, 2022 Author by Ben Thompson

The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.

iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)

Posted onWednesday, March 16, 2022Wednesday, March 16, 2022 Author by Ben Thompson

An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack

More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations

Posted onTuesday, March 15, 2022Wednesday, March 16, 2022 Author by Ben Thompson

More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.

Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle

Posted onMonday, March 14, 2022Wednesday, March 16, 2022 Author by Ben Thompson

Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.

Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan

Posted onThursday, January 13, 2022Thursday, January 13, 2022 Author by Ben Thompson

Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.

Take-Two Acquires Zynga, The New York Times Buys The Athletic

Posted onTuesday, January 11, 2022Friday, February 25, 2022 Author by Ben Thompson

Take-Two buys its way into mobile, and the New York Times re-bundles.

The Squid Games Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice

Posted onMonday, October 4, 2021Monday, October 4, 2021 Author by Ben Thompson

Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.

Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?

Posted onMonday, September 27, 2021Monday, September 27, 2021 Author by Ben Thompson

Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith

An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority

Posted onWednesday, September 8, 2021Wednesday, September 8, 2021 Author by Ben Thompson

An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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  • Topics

Archives

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  • Daily Updates
  • Years in Review

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