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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Topics

EU

Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition

Posted onWednesday, January 11, 2023Wednesday, January 11, 2023

The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness

Posted onWednesday, December 14, 2022Wednesday, December 14, 2022

The impact of the Digital Markets Act on App Stores and messaging.

Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU

Posted onMonday, May 2, 2022Monday, May 2, 2022

Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).

Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption

Posted onThursday, March 31, 2022Thursday, March 31, 2022

A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.

The Digital Markets Act, The DMA and Advertising, Messaging Interoperability

Posted onWednesday, March 30, 2022Thursday, March 31, 2022

The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.

Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

Posted onTuesday, March 1, 2022Tuesday, March 1, 2022

Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.

Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal

Posted onWednesday, November 10, 2021Wednesday, November 10, 2021

Metaverse follow-up, and then both Apple and Google lose in court

Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga

Posted onThursday, August 12, 2021Thursday, August 12, 2021

iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.

Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia

Posted onTuesday, August 10, 2021Friday, February 25, 2022

The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.

More on Visa-Plaid, European Commission v. Amazon, Spotify Updates

Posted onTuesday, November 10, 2020Thursday, February 4, 2021

Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.

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Explore Stratechery

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The Stratechery Update
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Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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