Stratechery by Ben Thompson

Feed since 25 Mar 2019

Bookmarks (51)

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    A Framework for Regulating Competition on the Internet

    Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

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    Portability and Interoperability

    Data portability is friendly to consumers, but it has very little to do with encouraging competition,...

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    Exponent Podcast: More Ergonomic

    On Exponent, the weekly podcast I host with James Allworth, we discuss Integration and Monopoly. Listen...

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    Integration and Monopoly

    Apple has won through integration, but integration combined with network effects and economies of scale can...

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    The Google Squeeze

    Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for...

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    Exponent Podcast: Principle Stacks

    On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen...

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    Tech and Liberty

    The First Amendment is not about a law, but rather a culture — specifically a culture...

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    Exponent: The Second Estate Era

    On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the...

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    The Internet and the Third Estate

    Mark Zuckerberg suggested that social media is a "Fifth Estate"; in fact, social media is a...

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    Google and Ambient Computing

    Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed,...

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    Exponent: The Abyss Stares Back

    On Exponent, the weekly podcast I host with James Allworth, we discuss The China Cultural Clash....

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    The China Cultural Clash

    The NBA controversy in China highlights a culture clash that both tech companies and the U.S....

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    Exponent Podcast: Distracted at Facebook

    On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook from multiple angles,...

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    Beachheads and Obstacles

    Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven...

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    Neither, and New: Lessons from Uber and Vision Fund

    Uber represents something new: a company that is different than incumbents because of technology, yet not...

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    Exponent Podcast: The Exponent IPO

    On Exponent, the weekly podcast I host with James Allworth, we discuss Cloudflare and what it...

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    Day Two to One Day

    Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search....

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    The iPhone and Apple’s Services Strategy

    Apple's annual iPhone event may have marked Apple's true shift into being a Services company