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 …
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, …
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 …
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, …
Daily Update – Stratechery by Ben Thompson
6 days ago · President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph. Wednesday, November 6, 2024. President Trump is once again president …
An Interview with Netflix co-CEO Greg Peters About Strategy and ...
Jan 25, 2024 · Good morning, I am pleased to welcome Netflix Co-CEO Greg Peters for a Stratechery Interview. Peters was named the co-CEO of Netflix (alongside Ted Sarandos) last …
Defining Aggregators – Stratechery by Ben Thompson
Sep 26, 2017 · Aggregation Theory describes how platforms (i.e. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. Aggregation Theory …
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 …
Topics – Stratechery by Ben Thompson
Explore Stratechery by: Concepts | Companies | Topics | Search