Stratechery by Ben Thompson – On the business, strategy, and …
Stratechery is a subscription-based newsletter and website that covers the business, strategy, and impact of technology. Read articles and interviews on topics such as SpaceX, Tesla, Google, digital advertising, and more.
About - Stratechery by Ben Thompson
Stratechery is a subscription-based website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Ben Thompson is the author and founder of Stratechery, based in Taipei, Taiwan, with a background in Apple, Microsoft, and WordPress.
Stratechery Plus – Stratechery by Ben Thompson
Jun 1, 2021 · Stratechery Plus offers full access to Stratechery, a newsletter and podcast by Ben Thompson that covers technology and its impact on society. Subscribers also get exclusive interviews, podcasts, and newsletters on topics such as China, NBA, and dithering.
Smiling Curve – Stratechery by Ben Thompson
Oct 28, 2014 · The Smiling Curve is a framework to understand how the Internet transforms industries by shifting value to aggregators and suppliers. Explore how the Smiling Curve applies to various sectors, such as gaming, publishing, and AI, with examples and analysis.
Articles - Stratechery by Ben Thompson
Sep 3, 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.
Aggregation Theory – Stratechery by Ben Thompson
Aggregation Theory is a framework to understand business in the Internet age, where zero costs and transactions enable new types of aggregators. Ben Thompson writes, speaks, and consults about Aggregation Theory and its implications for various industries and companies.
An Interview with AMD CEO Lisa Su About Solving Hard Problems
Jun 6, 2024 · Lisa Su, the CEO of AMD, talks to Ben Thompson about her career, the company's success, and the challenges of the semiconductor industry. She discusses how she learned from IBM, how AMD responded to ChatGPT, and how she competes with Nvidia in GPUs.
Podcasts - Stratechery by Ben Thompson
Mar 13, 2020 · Listen to Exponent, the weekly podcast hosted by Ben Thompson and James Allworth, where they discuss technology, business, and culture. Topics include India, TikTok, Spotify, Twitter, email, and more.
Concepts - Stratechery by Ben Thompson
Stratechery is a website that explores the business, strategy, and impact of technology. It offers various concepts and frameworks to understand how the Internet transforms industries, such as Aggregation Theory, Disruption Theory, and Platforms vs Aggregators.
AI and the Big Five – Stratechery by Ben Thompson
Jan 9, 2023 · A strategy analysis of how AI might impact the tech industry and the role of the big five companies: Apple, Amazon, Facebook, Google, and Microsoft. The article covers the history of previous tech epochs, the types of innovations, and the examples of AI applications and investments by the big five.