Ben Thompson
Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.
Netflix’s earnings had both good news (subscribers) and bad news (spend); the latter might signal a positive shift in how the company acquires customers. Plus, how Netflix is integrating.
One Thursday afternoon last month, dozens of fires and explosions rocked three towns along the Merrimack River in Massachusetts. By the end of the day 131 buildings were damaged or destroyed, one&hell
Sears has (finally) filed for bankruptcy, thanks to a business model that was obsolete well before the Internet came along. Still, there are lessons to be learned from the Sears businesses that con…
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
Google had a data exposure, or was it a breach? The difference matters, but also misses the point of exactly what is dangerous for both end users and competition.
Evan Spiegel wrote a long memo to Snapchat that laid out the company’s problems perhaps more starkly than he appreciated.
