Stratechery
Posts from http://stratechery.com. For the author, follow @benthompson.
Publisher4 stories / month
SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.
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Stowe BoydI was having this conversation yesterday
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
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?
Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
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Fabrizio BianchiDo this even just for advertisers and not for consumers and you would be bringing down a bunch of them.
