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On the business, strategy, and impact of technology.

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By Ben Thompson

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Concepts

Technology and Society

Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

Posted onTuesday, March 1, 2022Tuesday, March 1, 2022 Author by Ben Thompson

Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.

Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up

Posted onMonday, February 28, 2022Tuesday, March 1, 2022 Author by Ben Thompson

The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.

Shopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights

Posted onWednesday, February 23, 2022Wednesday, February 23, 2022 Author by Ben Thompson

More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.

Google Privacy Sandbox, SDK Runtimes, On-Device Targeting

Posted onMonday, February 21, 2022Friday, February 25, 2022 Author by Ben Thompson

Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry

Digital Advertising Follow-up, Spotify-Rogan Follow-up

Posted onWednesday, February 9, 2022Wednesday, February 9, 2022 Author by Ben Thompson

Foillow-up on Digital Advertising in 2022, plus Monday’s Daily Update about Spotify.

Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run

Posted onMonday, February 7, 2022Monday, February 7, 2022 Author by Ben Thompson

Lessons from Spotify’s recent controversy, both for other tech executives, and also for the Spotify’s long run profitability.

Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel

Posted onThursday, January 27, 2022Thursday, January 27, 2022 Author by Ben Thompson

Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.

[FREE] Netflix Follow-Up, The Senate Tech Bill

Posted onTuesday, January 25, 2022Tuesday, January 25, 2022 Author by Ben Thompson

More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.

Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea

Posted onWednesday, January 12, 2022Wednesday, January 12, 2022 Author by Ben Thompson

Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change

Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips

Posted onMonday, December 13, 2021Monday, December 13, 2021 Author by Ben Thompson

Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

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Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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Archives

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  • Years in Review

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