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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          MLS on Apple TV, The MLS Perspective, The Apple Perspective

          Posted onWednesday, June 15, 2022Wednesday, June 15, 2022

          MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.

          An Interview with Michael Nathanson About Streaming and Digital Advertising

          Posted onThursday, June 2, 2022Wednesday, February 22, 2023

          An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.

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

          Posted onMonday, April 11, 2022Monday, April 11, 2022

          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

          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

          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

          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

          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

          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

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

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

          Posted onMonday, October 4, 2021Wednesday, October 19, 2022

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

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                  Sharp Tech with Ben Thompson
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