The Best of Stratechery
20+ most popular Stratechery articles, as voted by our community.
Free Articles from http://stratechery.com. For Daily Updates, follow @StratecheryMO. For the author, follow @benthompson.
Stratechery on Amazon
Amazon’s New Customer
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.
Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon has built exactly that with Alexa.
Stratechery on Artificial Intelligence
The Arrival of Artificial Intelligence
What is artificial intelligence? Is it really any different than technology? In my estimation machine learning is truly something new, and the effects on society will be significant.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
Stratechery on Business
The Relentless Jeff Bezos
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.
Stratechery on Business Models
The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Dollar Shave Club and The Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Stratechery on Facebook
Manifestos and Monopolies
Facebook has long had too much power, but Mark Zuckerberg’s expressed willingness to use said power for political ends means it’s time to consider countermeasures.
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
«Meta’s vision, to be clear, is that one ought to be able to access the metaverse from anywhere, including your phone, computer, AR glasses, and of course a VR headset.»
Stratechery on Finance
How Tech Can Build
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
Stratechery on Podcasting
The Future of Podcasting – Stratechery by Ben Thompson
Podcasting is stuck between the open model of the past and the push for monetization in the future. Might there be a third way that actually benefits publishers?
Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator is cannot be when it comes to music.
Stratechery on Spotify
Lessons from Spotify – Stratechery by Ben Thompson
Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.
Spotify, Netflix, and Aggregation
The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
Stratechery on Technology
Zero Trust Information
Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.
The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
Stratechery on Twitter
Back to the Future of Twitter
Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?
These are some all-time favorites with Refind users.
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
«Electrification of personal vehicles would have happened at some point; it seems fair to argue that Musk accelerated the timeline significantly.»
The AI Unbundling
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
«How much better if every account were based on a digital identifier unique to me and owned by no one, and now you understand the case for crypto wallets.»
429 Too Many Requests
Shared by 456
The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
What is Refind?
Every day Refind picks the most relevant links from around the web for you. is one of more than 10k sources we monitor.
How does Refind curate?
It’s a mix of human and algorithmic curation, following a number of steps:
- We monitor 10k+ sources and 1k+ thought leaders on hundreds of topics—publications, blogs, news sites, newsletters, Substack, Medium, Twitter, etc.
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The result: lists of the best and most useful articles on hundreds of topics.
How does Refind detect «timeless» pieces?
We focus on pieces with long shelf-lives—not news. We determine «timelessness» via a number of metrics, for example, the consumption pattern of links over time.
How many sources does Refind monitor?
We monitor 10k+ content sources on hundreds of topics—publications, blogs, news sites, newsletters, Substack, Medium, Twitter, etc.
Can I submit a link?
Indirectly, by using Refind and saving links from outside (e.g., via our extensions).
How can I report a problem?
When you’re logged-in, you can flag any link via the «More» (...) menu. You can also report problems via email to email@example.com
Who uses Refind?
200k+ smart people start their day with Refind. To learn something new. To get inspired. To move forward. Our apps have a 4.9/5 rating.
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