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Strategy by Ben Thompson
Access profound insights and detailed examinations of current trends in technology and media from the acclaimed analyst Ben Thompson through Stratechery.
February 20, 2025 10:55:00
An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.
February 19, 2025 15:06:34
More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggregator's advantage compounds via pricing power.
February 18, 2025 13:13:50
Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.
February 13, 2025 10:52:26
An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.
February 12, 2025 10:57:28
The Super Bowl drew record ratings even if it wasn't a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.
February 11, 2025 12:17:22
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
February 10, 2025 15:37:46
Deep Research is an AGI product for certain narrow domains; it's ability to find anything on the Internet will make secret knowledge all the more valuable.
February 6, 2025 10:56:31
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
February 5, 2025 12:34:02
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
February 4, 2025 12:48:42
I give my analysis of Apple's Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.