Stratechery by Ben Thompson – On the business, strategy, and …
Jan 20, 2025 · And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry Passport site to ...
About – Stratechery by Ben Thompson
(Preview) The TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood
The 2024 Stratechery Year in Review – Stratechery by Ben Thompson
Dec 19, 2024 · Other Articles this year included: The Apple Vision Pro’s Missing Apps | Sora, Groq, and Virtual Reality | Meta and Open | Meta and Reasonable Doubt | The Great Flattening | Windows Returns | Crashes and Competition | Boomer Apple Stratechery Interviews. Thursdays are for Stratechery Interview — in podcast and transcript form — with public company executives, founders and private company ...
Meta’s AI Abundance – Stratechery by Ben Thompson
Oct 29, 2024 · Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back and watch the take be proven correct.
Elon Dreams and Bitter Lessons – Stratechery by Ben Thompson
Oct 15, 2024 · In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of Richard Bowles, a former executive at Arianespace, the European rocket company.The event was the Singapore Satellite Industry Forum, and the year was 2013:
President Trump, Take Two; Big Tech, Little Tech, Chips, and …
Nov 6, 2024 · President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all…
Stargate, The End of Microsoft and OpenAI
4 days ago · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.
Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Nov 4, 2024 · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.
A Chance to Build – Stratechery by Ben Thompson
Nov 18, 2024 · Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have, relative to most other manufactured goods, minimal marginal costs; this economic reality helped drive the development of the venture capital model, which provided unencumbered startup capital to ...
From Bing to Sydney – Stratechery by Ben Thompson
Feb 15, 2023 · Here is the exchange I had with Bing: What do you know about Marvin von Hagen? (Marvin von Hagen is a student at the Technical University of Munich (TUM) and a member of the TUM Boring – Innovation in Tunneling team, which is one of the finalists of the Not-a-Boring Competition 2021 in Las Vegas, organized by SpaceX and The Boring Company.
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