site:stratechery.com

About 2,180 results

Any time

Open links in new tab

Stratechery by Ben Thompson
https://stratechery.com
Stratechery by Ben Thompson – On the business, …
WEBSep 17, 2024 · The offense of monopolization requires proof of two elements: “ (1) the possession of monopoly power in the relevant market and (2) the willful acquisition or maintenance of that power as …
- Concepts
  Topics
  Updates
  Companies
  Articles
  Interviews
Stratechery by Ben Thompson
https://stratechery.com/about
About – Stratechery by Ben Thompson
WEBAuthor. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I’ve worked …
Estimated Reading Time: 5 mins
Stratechery by Ben Thompson
https://stratechery.com/2024/more-on-orion-where...
Stratechery by Ben Thompson
WEB5 hours ago · Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next. Subscribe to Stratechery Plus to receive full …
Tags:
Ben Thompson Stratechery
Apple Inc.
Stratechery by Ben Thompson
https://stratechery.com/concepts
Concepts - Stratechery by Ben Thompson
WEBIn consumer technology — and increasingly enterprise — the best user experience wins, and it is the best hedge against disruption. The key to avoiding disruption is by providing a superior user experience; that, …
Defining Aggregation Theory
Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. Aggregation Theory The disruption caused...
Smiling Curve
The Smiling Curve, originally created to explain the PC market, is one of the best frameworks to understand how the Internet is transforming indust...
Distribution and Transaction Costs
The key economic change introduced by the Internet is the effective elimination of marginal distribution and transaction costs. The Super-Aggregato...
Commoditizing Suppliers
Aggregators, by virtue of owning demand, gain power over suppliers which become modularized and commoditized. The Moat Map The Moat Map describes t...
Owning Customer Relationship
Companies that win in the Internet era do so by owning the customer relationship, which gives them power over suppliers. The Funnel Framework The I...
Platforms vs Aggregators
Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies...
The Innovator's Dilemma
The Innovator's Dilemma is a powerful framework for understand the world, but it doesn't apply to everything, especially Apple. What Clayton Christ...
Disruption
Disruption is still explanatory, but the Internet has changed a lot. Beyond Disruption Clayton Christensen claims that Uber is not disruptive, and...
Modular versus Integrated
Modularity and integration happens throughout the value chain, and is the key to providing a superior user experience and extracting profits. The A...
Stratechery by Ben Thompson
https://stratechery.com/2021/the-2021-stra…
The 2021 Stratechery Year in Review - By Ben Thompson
WEBDec 20, 2021 · The 2021 Stratechery Year in Review. Monday, December 20, 2021. There is a perspective in which 2021 was an absolute drag: COVID dragged on, vaccines became politicized, new variants …
Tags:
Ben Thompson Stratechery
Covid-19
Stratechery Year in Review
Stratechery by Ben Thompson
https://stratechery.com/category/articles
Articles - Stratechery by Ben Thompson
WEBAug 6, 2024 · Enterprise Philosophy and The First Wave of AI. Tuesday, September 24, 2024. The first wave of successful AI implementations will probably look more like the …
Stratechery by Ben Thompson
https://stratechery.com/category/podcasts
Podcasts - Stratechery by Ben Thompson
WEBMar 13, 2020 · Exponent Podcast: Open, Free, and Spotify. Friday, May 15, 2020. On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and …
Tags:
Ben Thompson Stratechery
Podcast
stratechery.com
https://forum.stratechery.com
The Stratechery Forum
WEBThe forum for Stratechery subscribers
Stratechery by Ben Thompson
https://stratechery.com/concept/strategy
Strategy – Stratechery by Ben Thompson
WEBJun 11, 2024 · Google I/O, Google’s Strengths and Weaknesses, AI Search. Wednesday, May 15, 2024. Google’s I/O had impressive parts and less impressive ones, depending …
Tags:
Ben Thompson Stratechery
Ben Thompson Bill Bishop
Data Centers
Stratechery by Ben Thompson
https://stratechery.com/outline/what-is-stratechery
What is Stratechery? – Stratechery by Ben Thompson
WEBWhat is Stratechery? Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Weekly Articles are …
Tags:
Ben Thompson Stratechery
The New York Times
Pagination
- 1
- 2
- 3
- 4
- 5
- Next

Stratechery by Ben Thompson