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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers

          Posted onThursday, February 21, 2019Friday, July 24, 2020

          Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.

          An Update on the Battle for the Home, Apple’s Strategy Credit — and Tax, The Data Strategy Credit

          Posted onWednesday, February 20, 2019Wednesday, February 20, 2019

          An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.

          Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption

          Posted onTuesday, February 19, 2019Tuesday, February 19, 2019

          Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.

          Facebook Versus Apple: Background, Facebook Versus Apple: Fallout, Facebook Earnings

          Posted onThursday, January 31, 2019Tuesday, December 24, 2019

          The full context of Facebook’s dispute with Apple, why the former was wrong, yet why Apple’s actions are just as problematic. Then, Facebook beats expectations with results that aren’t a surprise.

          Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption

          Posted onWednesday, January 23, 2019Friday, July 24, 2020

          Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.

          More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack

          Posted onWednesday, January 16, 2019Wednesday, January 16, 2019

          How much was Apple impacted by the arrest of Huawei’s CFO? Then, Apple’s agreement with DuckDuckGo and its connection with Google, and why WordPress Newspack is so exciting.

          The Alexandria Ocasio-Cortez Phenomenon, Ninja’s 2018, Facebook and the Human Condition

          Posted onThursday, January 10, 2019Friday, July 24, 2020

          The connection between Alexandria Ocasio-Cortez, Ninja, and Facebook’s scandals

          Facebook Stats, Facebook’s Data Sharing, Facebook Politics

          Posted onThursday, December 20, 2018Thursday, December 20, 2018

          The latest Facebook exposé in the New York Times raises questions as to why no one cared previously. The question today, though, is a political one.

          Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath

          Posted onMonday, December 17, 2018Friday, July 24, 2020

          Tumblr was first banned from the App Store, and then Tumblr banned NSFW content. Making sense of what happened requires understanding what is happening at Verizon.

          Distinguishing Regulation, Is the Internet Different?, Reasons for Skepticism

          Posted onThursday, December 13, 2018Thursday, December 13, 2018

          Follow-up on The State of Technology in 2018: the different types of regulation, whether or not the Internet is different, and why consumer tech companies may be weaker than they seem.

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                  By Ben Thompson

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                  Explore Stratechery

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                  Archives

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                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
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