Stratechery by Ben Thompson – On the business, strategy, and …
WEBSep 10, 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 distinguished from growth or development as a consequence of a superior product, business acumen, or historic accident.”.
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.
The Stratechery Forum
WEBThe forum for Stratechery subscribers
Intel Earnings, Intel’s Nadir – Stratechery by Ben Thompson
WEBWednesday, August 21, 2024. Intel's earnings were bad again, but the downward movement in the stock should have been priced in years ago; current management, meanwhile, can't be evaluated for at least two more years. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a …
Year in Review – Page 2 – Stratechery by Ben Thompson
WEBStratechery launched on March 25, 2013 with the post Welcome to Stratechery. While I had somewhat prepopulated the blog with old content (including a piece on the original iPad and a research paper on Apple and the Innovator’s Dilemma), the vast majority of my 203 posts and linked-list items came after that date.
Integration and Android – Stratechery by Ben Thompson
WEBAug 14, 2024 · Integration and Android. Wednesday, August 14, 2024. This Article is available as a video essay on YouTube. The original Pixel was released in 2016 at the end of interesting, at least when it came to smartphones. Two years earlier Apple had finally knocked down every barrier limiting iPhone growth, releasing the large-screen iPhone 6 …
OpenAI’s Misalignment and Microsoft’s Gain - By Ben Thompson
WEBNov 20, 2023 · Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of that perpetual license, or Microsoft’s directly because said employees joined Altman’s team. OpenAI’s trump …
The 2023 Stratechery Year in Review - By Ben Thompson
WEBDec 21, 2023 · At the beginning of last year’s review I said that the biggest story in tech was the emergence of AI; I can say the exact same thing about 2023, but even more so: 12 of Stratechery’s free Weekly Articles were about AI in some way, shape, or form. The second biggest topic was a Stratechery staple: the evolving content landscape; 2023 was ...
Tabular – Stratechery by Ben Thompson
WEBJun 5, 2024 · Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott …
WEBMay 23, 2024 · Good morning, This week we have two Stratechery Interviews: the first is with Microsoft CEO Satya Nadella, and the second is with Microsoft CTO Kevin Scott.I have interviewed both previously: May 2019 with Nadella; April 2020 with Nadella and Adam Silver; October 2022 with Nadella and Meta CEO Mark Zuckerberg; February 2023 with Scott and Sam Altman; The context of these interviews were the ...