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  • Shopify and the Power of Platforms

    Jul 11, 2019, 9:44 am By Ben Thompson
    It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
  • Facebook, Libra, and the Long Game

    Jun 25, 2019, 10:32 am By Ben Thompson
    Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.
  • Exponent Podcast: Game of Phones

    Jun 14, 2019, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Appleā€™s Audacity. Listen to it here.
  • Tech and Antitrust

    Jun 10, 2019, 4:53 am By Ben Thompson
    A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
  • The First Post-iPhone Keynote

    Jun 4, 2019, 1:10 pm By Ben Thompson
    This year's WWDC presented an Apple that was finally ready to move past the iPhone.
  • Exponent Podcast: An Intra-west Debate

    May 24, 2019, 11:59 am By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.
  • China, Leverage, and Values

    Tue 8:59am By Ben Thompson
    If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
  • Exponent Podcast: A Perfect Meal

    May 10, 2019, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.
  • Google Fights Back

    May 8, 2019, 9:59 am By Ben Thompson
    At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people's lives better
  • Microsoft, Slack, Zoom, and the SaaS Opportunity

    Apr 30, 2019, 7:58 am By Ben Thompson
    The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.