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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
Topics

EU

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

    Wednesday, January 11, 2023

    Listen to Podcast

    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

    Wednesday, December 14, 2022

    Listen to Podcast

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


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

    Monday, May 2, 2022

    Listen to Podcast

    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

    Thursday, March 31, 2022

    Listen to Podcast

    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

    Wednesday, March 30, 2022

    Listen to Podcast

    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

    Tuesday, March 1, 2022

    Listen to Podcast

    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

    Wednesday, November 10, 2021

    Listen to Podcast

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


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

    Thursday, 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

    Tuesday, August 10, 2021

    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

    Tuesday, November 10, 2020

    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.


←Newer Posts Older Posts→

Stratechery Plus

Updates

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
  • (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    Sharp Tech | Jul 23
    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

Sharp Text

Articles

  • Two More Cents on the NBA’s Second Apron Era
    Friday, July 24, 2026
  • Is Netflix Washed Now?
    Friday, July 17, 2026
  • Online Insanity and Its Counterpoint
    Friday, July 10, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

View All
All Articles

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

    Wednesday, July 22, 2026
  • Netflix Earnings, Is Netflix Washed?, Additional Notes

    Tuesday, July 21, 2026
  • IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

    Wednesday, July 15, 2026
View All

Stratechery Plus

Podcasts

  • Open Letters and Weights

    Dithering | Jul 28
    Open Letters and Weights
  • Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

    Greatest Of All Talk | Jul 24
    Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.
  • (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    Sharptech | Jul 23
    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

Stratechery Plus

Interviews

  • An Interview with Figma CEO Dylan Field About Design and AI

    Thursday, June 25, 2026
  • An Interview with Michael Morton About E-Commerce in the Age of AI

    Thursday, June 18, 2026
  • An Interview with Ben Bajarin About Apple, AI, and Compute

    Thursday, June 11, 2026
View All

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