Stratechery by Ben Thompson – On the business, strategy, and …
WEBTuesday, September 24, 2024. The popular history of technology usually starts with the personal computer, and for good reason: that was the first high tech device that most people ever used. The only thing more impressive than the sheer audacity of “A computer on every desk and in every home” as a corporate goal, is the fact that Microsoft ...
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 previously at Apple (interned), Microsoft, and Automattic, where I focused on strategy, developer relations, and marketing for Apple University, Windows, and WordPress.com.
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 Open Versus Free. Listen to it here.
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 first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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, though, requires focus and execution. Aggregators succeed by being the best at doing the jobs consumers want done.
Daily Update – Stratechery by Ben Thompson
WEBSep 26, 2024 · Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island. Monday, September 23, 2024. Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
Stratechery Plus – Stratechery by Ben Thompson
WEBJun 1, 2021 · Subscribe for $150/year. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered …
Companies - Stratechery by Ben Thompson
WEBExplore Stratechery by: Concepts | Companies | Topics | Search
From Bing to Sydney – Stratechery by Ben Thompson
WEBFeb 15, 2023 · From Bing to Sydney. Wednesday, February 15, 2023. This was originally published as a Stratechery Update. Look, this is going to sound crazy. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. This sounds hyperbolic, but I feel like I had the most surprising and ...
The Value Chain Constraint – Stratechery by Ben Thompson
WEBFeb 26, 2019 · To put it in generic terms, profit in a value chain flows to whatever company is able to successfully integrate different component pieces of that value chain; the other parts of the value chain then modularize and are driven into commodity competition. For example, this is what Walmart’s traditional value chain looked like: