Stratechery logo Stratechery


  • 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.
  • Uber Questions

    Apr 22, 2019, 11:13 am By Ben Thompson
    Uber's S-1 raises more questions than it answers
  • Exponent Podcast: Family-Friendly Disney

    Apr 19, 2019, 1:26 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and the Future of TV. Listen to it here.
  • Disney and the Future of TV

    Apr 15, 2019, 10:57 am By Ben Thompson
    TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney's latest announcement.
  • Exponent Podcast: A Community of Loonies

    Apr 12, 2019, 12:00 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss A Regulatory Framework for the Internet. Listen to it here.
  • A Regulatory Framework for the Internet

    Apr 9, 2019, 9:48 am By Ben Thompson
    Regulators need to stop blindly regulating "the Internet" and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
  • Exponent Podcast: YouTube and the End of Friction

    Apr 5, 2019, 1:35 pm By Ben Thompson
    On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here.