Stratechery logo Stratechery

  • The Experience Economy

    Mon 9:48am By Ben Thompson
    SAP's acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one's advantage.
  • Apple’s Social Network

    Nov 5, 2018, 6:58 am By Ben Thompson
    Apple's decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
  • IBM’s Old Playbook

    Oct 29, 2018, 9:54 am By Ben Thompson
    IBM has bought Red Hat in an attempt to recreate its success in the 90s; it's not clear, though, that the company or the market is the same.
  • The Problem with Facebook and Virtual Reality

    Oct 24, 2018, 10:45 am By Ben Thompson
    Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
  • The Battle for the Home

    Oct 10, 2018, 9:42 am By Ben Thompson
    Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
  • Data Factories

    Oct 2, 2018, 12:46 pm By Ben Thompson
    Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
  • Instagram’s CEO

    Sep 25, 2018, 8:16 am By Ben Thompson
    The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.
  • The European Union Versus the Internet

    10:35am By Ben Thompson
    The EU is back to regulating tech companies, and getting the Internet wrong in the process. That, though, helps illuminate an approach that could work.
  • The iPhone Franchise

    Sep 13, 2018, 7:15 am By Ben Thompson
    The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
  • Uber’s Bundles

    Aug 28, 2018, 10:20 am By Ben Thompson
    Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.