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  • Compaq and Coronavirus

    Tue 9:08am By Ben Thompson
    Compaq's descent from a company of action to a brand is a frightening parable for the the West's focus on talk over action.
  • Defining Information

    Mar 17, 2020, 9:28 am By Ben Thompson
    In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
  • Exponent Podcast: A Search for Everything

    Mar 13, 2020, 2:06 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Zero Trust Information. Listen to it here.
  • Zero Trust Information

    Mar 11, 2020, 11:45 am By Ben Thompson
    Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.
  • Exponent Podcast: Scale Scale Scale

    12:00pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Listen to it here.
  • Email Addresses and Razor Blades

    Feb 25, 2020, 9:39 am By Ben Thompson
    The fate of Harry's and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.
  • Exponent Podcast: Competing with Spotify and Regulating Acquisitions

    Feb 21, 2020, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss The Daily Update Podcast and First, Do No Harm. Listen to it here.
  • The Daily Update Podcast

    Feb 18, 2020, 7:50 am By Ben Thompson
    Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.
  • First, Do No Harm

    Feb 12, 2020, 8:20 am By Ben Thompson
    As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.
  • Facebook’s Platform Opportunity

    Feb 3, 2020, 12:21 pm By Ben Thompson
    Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.