Smiling Curve – Stratechery by Ben Thompson
Oct 28, 2014 · Smiling Curve. The Smiling Curve, originally created to explain the PC market, is one of the best frameworks to understand how the Internet is transforming industries, …
Daily Update – Stratechery by Ben Thompson
Nov 12, 2024 · 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 …
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Apple’s Shifting Differentiation – Stratechery by Ben Thompson
Nov 11, 2020 · Apple 3.0: Hardware Over Software. Sixteen years on from the PowerPC-to-Intel transition, and Apple’s software differentiation is the smallest it has been since the dawn of OS …
An Interview with AMD CEO Lisa Su About Solving Hard Problems
Thursday, June 6, 2024. Good morning, This week’s Stratechery Interview is with AMD CEO Lisa Su. Su began her career at Texas Instruments, after earning her PhD in electrical engineering …
Tech’s Two Philosophies – Stratechery by Ben Thompson
May 9, 2018 · There’s got to be complete alignment. This is technology’s second philosophy, and it is orthogonal to the other: the expectation is not that the computer does your work for you, …
Amazon – Stratechery by Ben Thompson
May 6, 2015 · An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference. Thursday, May 16, 2024. An interview of me by Craig Moffett, …
What is Stratechery? – Stratechery by Ben Thompson
What is Stratechery? Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Weekly Articles are free, while …
An Interview with Walmart CEO Doug McMillon About …
Apr 25, 2024 · Good morning, This week’s Stratechery Interview is with Walmart CEO Doug McMillon.McMillon started working in a Walmart warehouse in high school, and is today the …
Platforms vs Aggregators – Stratechery by Ben Thompson
May 23, 2018 · Platforms vs Aggregators. Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large …