Stratechery by Ben Thompson – On the business, strategy, and …
For 2024, while we now forecast Family of Apps revenues of $151.2 billion (almost $30 billion below the forecast made on February 2, 2022), our current all-in Meta operating profit estimate …
Podcasts - Stratechery by Ben Thompson
Mar 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. …
Concepts - Stratechery by Ben Thompson
Explore Stratechery by: Concepts | Companies | Topics | Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media Strategy and …
Stratechery Plus – Stratechery by Ben Thompson
Jun 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, …
Articles - Stratechery by Ben Thompson
Sep 3, 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 …
About - Stratechery by Ben Thompson
Author. 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, …
Apple’s Shifting Differentiation – Stratechery by Ben Thompson
Nov 11, 2020 · Apple 3.0: Hardware Over Software. Sixteen years on from the PowerPC-to-Intel transition, and Apple’s software differentiation is the smallest it has been since the dawn of OS …
Smiling Curve – Stratechery by Ben Thompson
Oct 28, 2014 · The Smiling Curve, originally created to explain the PC market, is one of the best frameworks to understand how the Internet is transforming industries, especially publishing. …
AI and the Big Five – Stratechery by Ben Thompson
Jan 9, 2023 · AI and the Big Five. Monday, January 9, 2023. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the …
From Bing to Sydney – Stratechery by Ben Thompson
Feb 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 …