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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          Mergers and Acquisitions

          Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally

          Posted onWednesday, May 31, 2023Thursday, June 1, 2023

          Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.

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

          Posted onMonday, May 8, 2023Monday, May 8, 2023

          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.

          Adobe Acquires Figma, Figma’s Disruption, The Figma OS

          Posted onMonday, September 19, 2022Tuesday, September 20, 2022

          Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.

          AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot

          Posted onWednesday, August 10, 2022Wednesday, August 10, 2022

          More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.

          Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism

          Posted onMonday, July 25, 2022Monday, July 25, 2022

          Amazon acquired One Medical, emphasizing its commitment to the health care space; what are the reasons for both optimism and skepticism?

          More on Unity and ironSource, Developer Discontent, Tactics and Execution

          Posted onMonday, July 18, 2022Monday, July 18, 2022

          Unity’s ironSource acquisition makes sense in isolation, but there are reasons to be concerned about the overall direction of the company.

          Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up

          Posted onWednesday, July 13, 2022Monday, July 18, 2022

          Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber

          The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox

          Posted onMonday, July 11, 2022Monday, July 11, 2022

          Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.

          Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime

          Posted onMonday, May 9, 2022Monday, May 9, 2022

          Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy

          Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance

          Posted onTuesday, April 26, 2022Wednesday, April 27, 2022

          Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.

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                  By Ben Thompson

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                  Explore Stratechery

                  • Concepts
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                  Archives

                  • Articles
                  • Updates
                  • Interviews
                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
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