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Stratechery by Ben Thompson
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Latest posts
Last updated over 2 years ago
Beyond Aggregation: Amazon as a Service
over 2 years ago
Five months and $134 billion in market cap ago (before the stock...
Back to the Future of Twitter
over 2 years ago
Elon Musk wrote in a letter to Twitter’s board I invested in...
DALL-E, the Metaverse, and Zero Marginal Content
over 2 years ago
Last week OpenAI released DALL-E 2, which produces (or edits) images based...
Why Netflix Should Sell Ads
over 2 years ago
The Information reported over the weekend that Netflix executives have told employees...
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
over 2 years ago
It took a few moments to realize what was striking about the...
Shopify’s Evolution
almost 3 years ago
Tobi Lütke, who famously started Shopify when he realized that the software...
Digital Advertising in 2022
almost 3 years ago
Six years ago tomorrow, in The Reality of Missing Out, I wrote...
Gaming the Smiling Curve
almost 3 years ago
Another week, another gaming acquisition. First Take-Two acquired Zynga, then Microsoft acquired...
The Intel Split
almost 3 years ago
Intel’s earnings are not until next Wednesday, but whatever it is that...