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  • Facebook’s Story Problem — and Opportunity

    Tue 8:32am By Ben Thompson
    Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.
  • Free Daily Update: An Interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny

    Aug 8, 2018, 12:01 pm By Ben Thompson
    An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for everyone.
  • Facebook Lenses

    Jul 30, 2018, 7:14 am By Ben Thompson
    Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.
  • The European Commission Versus Android

    Jul 19, 2018, 7:09 am By Ben Thompson
    Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
  • Intel and the Danger of Integration

    Jun 25, 2018, 4:24 am By Ben Thompson
    Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
  • AT&T, Time Warner, and the Need for Neutrality

    Jun 18, 2018, 3:24 am By Ben Thompson
    It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government's poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.
  • The Scooter Economy

    Jun 11, 2018, 9:12 am By Ben Thompson
    Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.
  • Exponent Podcast: Legacy Leverage

    Jun 8, 2018, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss The Cost of Developers. Listen to it here. Note: This is the last episode of the season; Exponent will return in the fall
  • The Cost of Developers

    Jun 5, 2018, 5:24 am By Ben Thompson
    Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn't have the leverage of users the way that Apple does on the App Store.
  • Exponent Podcast: Black Holes

    May 25, 2018, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss The Bill Gates Line. Listen to it here.