Product-Market Fit – Page 6 – Stratechery by Ben Thompson

Threads and the Social/Communications Map

Tuesday, July 11, 2023

Understanding Threads and its threat to Twitter means understanding the current landscape of social media.

Starlink Solution, Starlink Experience, Starlink Implications

Wednesday, June 28, 2023

Listen to Podcast

A look at the implications of Starlink with observations from a recent personal experience.

An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner

Thursday, June 22, 2023

Listen to Podcast

An Interview with Boom founder Blake Scholl about building a supersonic airliner, including fundraising, airline economics, and why tech is about more than zero marginal costs.

[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

Tuesday, March 28, 2023

Listen to Podcast

OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

Monday, March 6, 2023

Listen to Podcast

Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.

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

An Interview with Michael Nathanson About Netflix and the Media Industry

Thursday, January 26, 2023

Listen to Podcast

An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.

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.

Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust

Monday, October 3, 2022

Listen to Podcast

Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.

An Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media

Thursday, September 1, 2022

Listen to Podcast

An interview with former Anchor co-founder and CEO Michael Mignano about podcasts, Anchor, Spotify, standards, and recommendation media.

(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

Open Letters and Weights

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

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

(Preview) A Memory-Maker Makes History; New Robot Rules; The Open Weights Debate Rages; End of July News and Notes

Open Letters and Weights

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

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