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Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
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The Innovator’s Dilemma
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History
Subscriber’s Daily Update
Tuesday, July 27, 2021
Snap Earnings, Twitter Earnings, Additional Notes
Monday, July 26, 2021
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Tuesday, July 20, 2021
The NSO Group, BlastDoor and Software Bugs, Apple’s Response
Monday, July 19, 2021
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage