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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Technologies

An Interview with Eric Seufert About the Post-ATT Landscape

Posted onThursday, May 19, 2022Thursday, May 19, 2022 Author by Ben Thompson

An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.

Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit

Posted onMonday, May 16, 2022Monday, May 16, 2022 Author by Ben Thompson

This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.

An Interview with “Father of the iPod” Tony Fadell

Posted onThursday, May 5, 2022Thursday, May 5, 2022 Author by Ben Thompson

An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.

AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production

Posted onWednesday, May 4, 2022Wednesday, May 4, 2022 Author by Ben Thompson

AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.

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

Posted onMonday, May 2, 2022Monday, May 2, 2022 Author by Ben Thompson

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).

Twitter Follow-Up, Google Earnings, ATT and Google

Posted onWednesday, April 27, 2022Wednesday, April 27, 2022 Author by Ben Thompson

Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.

What About Bluesky?, Moderation and Control, What’s Next for Twitter

Posted onTuesday, April 19, 2022Tuesday, April 19, 2022 Author by Ben Thompson

Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter

Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok

Posted onThursday, April 14, 2022Thursday, April 14, 2022 Author by Ben Thompson

Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok

Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy

Posted onWednesday, April 13, 2022Wednesday, April 13, 2022 Author by Ben Thompson

Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.

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

Posted onWednesday, March 30, 2022Thursday, March 31, 2022 Author by Ben Thompson

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

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
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Weekly Updates via
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Explore Stratechery

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