Social – Page 3 – Stratechery by Ben Thompson

The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security

Tuesday, March 25, 2025

The Trump administration’s Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.

TikTok Ban Approaches, Generational Implications, Xiaohongshu

Wednesday, January 15, 2025

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The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon

Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well

Wednesday, January 8, 2025

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Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.

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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Watch on YouTube

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

Trump on Rogan, The Voters Decide, The Podcast Election

Monday, October 28, 2024

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Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for candidates in the future.

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.

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.

Perplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up

Tuesday, August 27, 2024

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Perplexity’s upcoming advertising model looks a lot different than traditional search advertising; it may always look different.

Telegram CEO Arrested, Telegram’s Non-Encrypted Advantage, Telegram Complexities

Monday, August 26, 2024

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Telegram’s CEO was arrested. The case is very complex, in part because the realities of messaging and security and encryption are very complex.

iPhone 18 Pro

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce AI Force, Agents as UI, The Race to Headless

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

An Interview with OpenAI President Greg Brockman About Astra and Alignment

An Interview with Figma CEO Dylan Field About Design and AI