App Stores – Page 7 – Stratechery by Ben Thompson

Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions

Monday, September 18, 2023

Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.

Meta Earnings, AI in Meta’s Business, Reality Labs Reality

Monday, July 31, 2023

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Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify

Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints

Monday, June 12, 2023

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Reddit is facing a revolt, which is in part due to an issue with 3rd-party app developers, but ultimately an issue downstream from Reddit’s reliance on unpaid workers.

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s…

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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An interview with me about my background, Aggregation Theory, AI, streaming, and more.

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

Wednesday, May 10, 2023

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Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.

Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Tuesday, May 9, 2023

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Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.

Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime

Monday, May 8, 2023

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Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.

Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI

Wednesday, May 3, 2023

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Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.

Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win

Tuesday, April 25, 2023

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Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.

Prices and Specs

Prices and Specs

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor

Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works

An Interview with Ben Bajarin About Apple, AI, and Compute

Prices and Specs

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

An Interview with Michael Morton About E-Commerce in the Age of AI

An Interview with Ben Bajarin About Apple, AI, and Compute

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies