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Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
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Subscriber’s Daily Update
Thursday, May 6, 2021
Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong?
Tuesday, May 4, 2021
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Monday, May 3, 2021
Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Thursday, April 29, 2021
Fearing Spotify?, Apple’s Earnings, Margins and Chips