App Stores – Page 3 – Stratechery by Ben Thompson

Google Earnings, Search Status, China Antitrust Actions

Wednesday, February 5, 2025

Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.

An Interview with Matthew Ball About the Gaming Slump

Friday, January 31, 2025

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An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

DOJ Proposes Google Remedy, Search Data, EU Fines Meta

Wednesday, November 20, 2024

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The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly.

Shopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer

Wednesday, November 13, 2024

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Shopify is back to sustained growth thanks to discovering the leverage of software.

Meta Earnings, Measuring Meta’s Spending, Meta Recommendations

Monday, November 4, 2024

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Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.

Meta’s AI Abundance

Tuesday, October 29, 2024

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Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.

An Interview with Eric Seufert About the Current State of Digital Advertising

Thursday, October 10, 2024

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An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.

Google’s Play Store Remedies, The Injunction, The Power of Network Effects

Tuesday, October 8, 2024

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The injunction against Google in the Epic-Google case are far-reaching, but probably won’t have the intended effects in the long run.

Snap Spectacles, iOS 18 Contacts Crack Down

Wednesday, September 25, 2024

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It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.

Enterprise Philosophy and the First Wave of AI

Tuesday, September 24, 2024

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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.

The End of the Internet

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

The Duo Review

Anthropic S-1, The Cost of Compute, Who Is Paying?

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

An Interview with Craig Moffett About SpaceX and Bubbles

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

The Duo Review

An Interview with Craig Moffett About SpaceX and Bubbles