Stratechery logo Stratechery


  • Antitrust Politics

    Aug 4, 2020, 11:32 am By Ben Thompson
    Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
  • India, Jio, and the Four Internets

    Jul 21, 2020, 11:55 am By Ben Thompson
    There are four Internets: China versus the U.S., and the E.U. and India. India's potential new model rests on Jio.
  • The TikTok War

    Jul 14, 2020, 10:05 am By Ben Thompson
    How TikTok exposed Facebook's blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.
  • Exponent Podcast: India, TikTok, and the U.S.

    Fri 1:42pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here.
  • The Slack Social Network

    Jul 7, 2020, 10:58 am By Ben Thompson
    Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can't match.
  • Apple and Facebook

    Jun 29, 2020, 10:51 am By Ben Thompson
    Apple and Facebook seem like they are in conflict, but have often been each other's best partners.
  • The End of OS X

    Jun 23, 2020, 1:50 pm By Ben Thompson
    OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
  • Apple, ARM, and Intel

    Jun 16, 2020, 9:02 am By Ben Thompson
    ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
  • Never-ending Niches

    Jun 9, 2020, 12:07 pm By Ben Thompson
    The Internet changed how media competes to focus and quality, but quality is defined by your niche.
  • Exponent Podcast: Speech and Systems

    Jun 5, 2020, 1:22 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Dust in the Light. Listen to it here.