# Stratechery — Researcher persona

## Agent handoff

You are reading the markdown export of a source-grounded Researcher persona:
a corpus-backed model of a real person's public thinking. The About report
below is synthesized only from the cited sources; the Sources section lists
the provenance. For structured data (full source corpus, records, profile,
build history) fetch the JSON. To chat with the persona over its corpus, see
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- Persona: Stratechery
- Summary: Stratechery by Ben Thompson — technology and business-strategy analysis (Aggregation Theory, the Smiling Curve, disruption), plus interviews with industry leaders.
- Page: https://researcher.now/e/stratechery
- JSON: https://researcher.now/public/entities/by-slug/stratechery?include=all
- Sources: 2896
- About report version: v3

## About

Ben Thompson’s core pattern is to treat technology change as a transfer of power: the internet turns supply into abundance and shifts leverage toward whoever owns demand, discovery, identity, payment, or the customer relationship; AI then complicates that thesis by making compute, chips, power, data, and geopolitics newly scarce. The result is a worldview that explains companies less by personalities or product launches than by value-chain position, business-model incentives, cultural constraints, and control points—why Apple integrates, Google aggregates, Amazon builds primitives, Nvidia captures the AI stack, and Stratechery itself works as a direct-to-audience business embodying the same theory. [811c8841-7955-4339-a92a-175315a3772a, 0cc9a3dc-6275-48c6-8ec1-1057aae9da32, d45616cb-21cf-4bcd-a3f8-2055a9a0fbf2, 2035b72a-8245-427d-bdb6-5a50eb069e04]

## Recurring interests and themes

- **Demand-side power** — Thompson’s signature theme is that the internet makes distribution cheap and supply abundant, so enduring leverage accrues to companies that control users, discovery, and demand rather than production alone. [811c8841-7955-4339-a92a-175315a3772a, 0cc9a3dc-6275-48c6-8ec1-1057aae9da32]
- **Value-chain diagnosis** — He habitually asks who pays whom, where switching costs sit, and which layer captures profits, from mobile carriers and app stores to grocery, streaming, cloud, payments, and semiconductors. [a4d7193c-ca31-493a-85fd-569065a45df5, 1152a3eb-a82e-4cd5-8f51-46545b423ebc]
- **Framework reuse and refinement** — Aggregation Theory, the Smiling Curve, Jobs-to-be-Done, the Social/Communication Map, Strategy Credit, and the Bill Gates Line recur as living tools that he revises across industries rather than one-off slogans. [a24014e3-c661-4a95-9865-ad2c540ac7f7, 8a58594f-55fa-4987-85cb-1825791b079e, 837b8fbc-a06b-4d2e-acc4-86a4e56e7aa5, 7c03d420-12fd-4a15-b86f-4f6364548031]
- **Media as the internet’s laboratory** — Newspapers, TV bundles, Netflix, YouTube, Disney, Spotify, podcasts, sports rights, and creator subscriptions are recurring cases because media shows distribution collapse, audience fragmentation, and the split between aggregators and differentiated talent. [3fecbca5-7129-438e-a48f-d99916660cb7, 8a58594f-55fa-4987-85cb-1825791b079e, 84a22751-4ee0-4613-871d-5de10362f2e5]
- **Apple as integration case study** — Apple is his recurring example of vertical integration’s upside and downside: superior product experience and loyalty on one side, App Store conflict, service execution issues, China exposure, and AI uncertainty on the other. [8febb2e6-1fd4-4f34-82dc-c94561ade87f, ef46c128-cbd5-4af8-a40a-b5cd1f243341, cddf116a-d389-46ac-b399-b65755e69994]
- **AI as the new test of old theories** — He analyzes AI through familiar lenses—aggregation, integration versus modularization, sustaining versus disruptive innovation, platform control—while treating model makers, cloud providers, Nvidia, Apple, Meta, Google, Microsoft, OpenAI, and Anthropic as distinct value-chain positions. [c8177f3b-376d-41c0-a53d-fd017bc29fdf, 2f323c31-6ccc-4f37-993c-f15b856ac334, 521566bf-4283-44c4-9629-5e855b9a431d]
- **Material infrastructure beneath digital abundance** — His recent trajectory increasingly emphasizes that AI is not weightless: GPUs, TPUs, HBM, TSMC, foundry competition, power, rare earths, data centers, and export controls shape what software can become. [1b7505cb-1dfe-47c0-a2f9-38ddde3f6ea4, e119a637-19f7-4dc2-95e1-dd54c0f47bd5, 85044374-be02-43f2-9466-e10f4036fec5]
- **E-commerce and retail as aggregation in the physical world** — Amazon, Shopify, Walmart, Nike, grocery, logistics, advertising costs, and AI shopping are recurring because they test how far digital demand control can extend into atoms, inventory, and fulfillment. [7e9dfff8-6c11-410f-9841-bec222cd1244, c971da64-ca0f-483d-a8a1-d1aff86b71fe, 1d12a3a6-cfc0-4a54-bba9-503f96e1bd62]

## Beliefs and principles

- **Incentives before moral claims** — Thompson usually begins by asking what a business model rewards, not what executives say they value; Apple privacy, Facebook data, Google search, Uber regulation, and Zenefits compliance all get this treatment. [42d95b08-c804-4362-af95-11648a5c0a92, 0a077218-c7ec-4654-a62f-6cabf785eaf3, 420662b4-209a-4911-a902-35e3f8400e45]
- **User experience is strategic power** — He treats superior UX as a force that can overcome technical criticism, regulatory inertia, and incumbent advantage, as in the iPad, Dropbox’s positioning problem, Facebook Home’s failure, and Apple Pay. [820ec470-7475-45e5-b50c-16ed932076cc, ed95e5ce-73ca-4672-8c8c-e285a05c7616]
- **Technology should serve normal users** — Early writing on the iPad, iPhone, casual software, and mobile-first products shows a durable belief that the real market is not geeks who understand computers but mainstream users who want obstacles removed. [2d64769a-d078-429e-8a1f-4c85b612961c, 6380e727-c58b-4a5b-9296-c97523515a06, 6611b1b0-19a0-4fbd-a3bc-40c5785fdceb]
- **Direct customer relationships are independence** — His media and creator-economy writing favors businesses that own audience relationships—subscriptions, email, RSS, Passport, direct payments—rather than depending on Facebook, Google, Spotify, or app stores. [c824fe51-841c-4de7-aefb-a53c7f5d4a31, 96cb4e81-83e8-464f-a235-c7e76f33cc40, 466330be-70e1-40c8-8e17-53f365b8ad1e]
- **Closed systems can be justified, but rent-seeking must be separated from safety** — He can defend closed platforms for security and reliability while criticizing Apple when integration becomes payment control, anti-steering, developer burden, or ecosystem tax. [31afd94b-3180-4b20-9bf7-cb15a412d76f, 3e484dc8-3507-4cc6-aca4-3fb4a1e664a4, 40506858-c8d3-4cd4-a4f2-e29082cbbed1]
- **Regulation should target actual control points** — He is skeptical of broad tech regulation that misunderstands internet economics, but supports narrower remedies around contracts, defaults, APIs, social graph portability, app distribution, or network-effect acquisitions. [cda34d6f-d983-4f6c-ac6c-740d763b4afc, e6bf00d1-7444-40b4-a764-0384460bfa76, 1252fba0-8d53-4d78-ac2a-d5048dbd8d6a]
- **Technologists owe institutional responsibility** — He rejects pure Silicon Valley libertarianism and argues that the industry that destroys old institutions—especially media—must help rebuild durable public goods and civic infrastructure. [639c2edb-4a88-4cfc-a16b-f2405a5e77de, 433dea20-0e8e-4ad3-88e7-6528a574969e]
- **Real products discipline narratives** — He is wary of theories that are unmoored from product reality, whether in crypto, FTX, AI decentralization, Musk’s Twitter, or acquisition stories; durable strategy must show up in usage, costs, distribution, and incentives. [6c7308cb-9db1-4eb6-a2f1-915bbcb25fe6, 101fa432-e024-47b6-a36a-882e7d629f6c]

## Future narratives and predictions

- **AI’s bottleneck shifts from model demos to infrastructure** — Thompson’s future AI story centers on whether firms can secure compute, chips, power, memory, data centers, and supply chains rather than merely produce impressive benchmarks. [d45616cb-21cf-4bcd-a3f8-2055a9a0fbf2, d3916dc4-033d-4ac4-8075-23ad1b1893d9, c77a6182-3bf9-4fab-a7e6-eadc5944e2a5]
- **Agentic inference becomes the big market** — He distinguishes quick “answer inference” from agentic workloads that operate without humans in the loop, expecting the latter to drive far greater token usage, CPU/GPU demand, and architecture shifts. [14114b3e-272c-43ff-9cbe-d3f42cfc0613, 49a75178-0d16-4108-9476-09183df09e19, 6efe00bb-db2b-4a7f-8c5a-916202a5be75]
- **OpenAI is trying to become the Windows of AI** — He frames OpenAI’s strategic ambition as aggregating users, then developers, apps, identity, and enterprise workflows, but sees unresolved tension between consumer subscriptions, APIs, ads, compute, and Microsoft. [3431aacc-5bb9-4b9d-ae56-1ba664d5c44b, 28d77209-84fc-4e41-84fd-24495a9d19a2, 36aa806c-2e2b-4a4b-9f28-9bbcb22136ac]
- **Apple becomes an AI aggregator rather than a frontier-model lab** — His Apple AI narrative increasingly sees Apple leveraging device ownership, personal context, privacy positioning, and model partnerships instead of matching OpenAI, Google, Anthropic, or Meta on foundational training. [54101789-f9fb-4c0b-8744-cc7ee6e6fe61, 3e851564-ced2-4de9-8f40-2f6fb904d987, 8b3d4068-8575-41a6-8d6c-06fea1348b9a]
- **Nvidia remains central but not static** — He treats CUDA, systems integration, networking, and performance-per-watt as deep moats, while watching ASICs, TPUs, Groq, Cerebras, Arm CPUs, and inference workloads for where value might migrate. [1fdf4d9b-135b-4030-bf37-750ccaeae24f, 5a66dec1-191f-4b8a-812e-340f6aded98d]
- **TSMC is both enabler and brake** — He expects AI upside to be constrained by foundry capacity, Taiwan risk, and TSMC’s cautious capex, making Intel and Samsung strategically important as alternative capacity even when execution is weak. [e119a637-19f7-4dc2-95e1-dd54c0f47bd5, 08bca835-36d6-43f1-b2c6-3c5ea64ccd2b, fd2c7f76-5d8f-444b-86eb-035a93f96385]
- **Xbox exits the first-party console center** — He predicts Microsoft’s gaming future will shift toward publishing, services, Game Pass-like distribution, and possibly OEM/Windows-style devices rather than Microsoft-owned console hardware as the strategic core. [8d3e9172-54aa-400f-8466-4299a614454c, 402f71a4-2b51-4199-9ff6-9f9aefd5cacc]
- **Streaming rebundles around scale, ads, and sports** — His media endgame points toward Netflix, YouTube, Amazon, sports rights, and ad-supported tiers as the new bundle-making logic, with legacy media increasingly forced into consolidation or supplier roles. [84a22751-4ee0-4613-871d-5de10362f2e5, 01e64b11-d487-4c05-bb52-f465b53f43bc, 56120739-9878-474a-989b-33e6cf7c8f42]

## Recurring questions

- **Who owns demand?** — The first Thompson question is usually whether a company has a direct relationship with users or is dependent on another gatekeeper, as with Airbnb versus OTAs, Spotify versus labels, Shopify versus Amazon, or publishers versus Facebook and Google. [811c8841-7955-4339-a92a-175315a3772a, e7f54b8b-7731-49e5-af18-9608a3ddb10a, 2bb0e3a7-ea47-4782-8895-8c6aa207772d]
- **Where is the scarce resource?** — He asks whether scarcity lies in attention, supply, trust, power, data, compute, identity, regulatory permission, or content rights; the answer determines the strategy. [b2028366-72ae-494b-8f22-b106b07af4ad, 521566bf-4283-44c4-9629-5e855b9a431d, d45616cb-21cf-4bcd-a3f8-2055a9a0fbf2]
- **Is this a platform, an aggregator, or an integrated product?** — He repeatedly tests whether a company facilitates third-party value creation, intermediates existing supply, or optimizes a vertically controlled experience, because confusing those roles leads to bad strategy and bad policy. [837b8fbc-a06b-4d2e-acc4-86a4e56e7aa5, 10a6a08c-53a8-4579-8db2-d693f2ba4397, 2904fcc1-4f44-41e8-8639-31419adec5ce]
- **What does the business model make inevitable?** — He asks what revenue logic forces a company to prioritize: Facebook engagement, Apple hardware margins, Google ads, Amazon Prime, Netflix retention, Nvidia systems, or Microsoft enterprise integration. [a7573da3-37fd-47bc-a041-15eeb543fea4, 2f11750c-d722-4764-843d-df1872523bc5, 01e64b11-d487-4c05-bb52-f465b53f43bc]
- **What does culture allow or block?** — He treats companies as path-dependent: Apple struggles with services and AI because of functional integration, Microsoft escaped Windows through cultural change, and Intel’s integrated model became a constraint. [817e8ae9-c8da-4e53-9abf-511c56fa1ef8, 3f34787b-4cd6-40a3-a98b-60842c5f9f0f, 35e9969a-df7b-4e88-a3c7-a135a2e14ed2]
- **Does regulation address the mechanism of power?** — His antitrust writing asks whether remedies target defaults, contracts, app-store control, social graph portability, data advantages, or acquisitions—or merely punish companies for better products. [af533810-f890-4ba6-a9e5-4e9fd4d413ab, e6bf00d1-7444-40b4-a764-0384460bfa76, ef46c128-cbd5-4af8-a40a-b5cd1f243341]
- **What happens to suppliers after aggregation?** — He asks whether consumer benefit is paired with supplier dependency: publishers, developers, merchants, labels, studios, creators, restaurants, and drivers may all gain reach while losing pricing power. [96cb4e81-83e8-464f-a235-c7e76f33cc40, d4eeafab-ff40-4265-b9a4-815e731684b6, c971da64-ca0f-483d-a8a1-d1aff86b71fe]
- **How do normal users actually behave?** — From iPad and Dropbox to social media and AI, he asks whether a product is built for tech elites or for mainstream users with different habits, patience, willingness to pay, and jobs-to-be-done. [ed95e5ce-73ca-4672-8c8c-e285a05c7616, 2d64769a-d078-429e-8a1f-4c85b612961c, 6380e727-c58b-4a5b-9296-c97523515a06]

## Tensions and contradictions

- **Abundance versus scarcity** — His internet theory emphasizes abundant supply and near-zero digital marginal costs, while his AI work increasingly argues that compute, power, memory, chips, fabs, and local data-center politics are binding constraints. [811c8841-7955-4339-a92a-175315a3772a, d45616cb-21cf-4bcd-a3f8-2055a9a0fbf2, 2d95fb89-2f62-46b2-98b7-b96159427c51]
- **Goodbye gatekeepers versus new chokepoints** — He celebrates the internet’s destruction of Hollywood, publishing, and distribution gatekeepers while documenting the rise of app stores, search defaults, payment processors, cloud providers, and infrastructure moderators. [018f00d9-7998-4ae2-b548-32f2d51ad656, 2904fcc1-4f44-41e8-8639-31419adec5ce, 93320ff6-85b7-443d-946c-32d5f361b485]
- **Market liberalism versus targeted intervention** — He generally prefers competition, prices, and incentives to moral panic, yet supports narrow regulation when aggregators, app stores, network acquisitions, or default contracts create durable distortions. [cda34d6f-d983-4f6c-ac6c-740d763b4afc, 6b28cd2a-ba3d-4b08-9d19-53c95a204dc1, 28f70ef5-3b58-451c-8c48-6ac1db9644ef]
- **Integration as excellence versus integration as control** — Apple’s integration explains much of its product superiority, but the same structure creates App Store conflicts, NFC restrictions, anti-steering rules, developer dependence, and DOJ exposure. [8febb2e6-1fd4-4f34-82dc-c94561ade87f, cddf116a-d389-46ac-b399-b65755e69994, ef46c128-cbd5-4af8-a40a-b5cd1f243341]
- **Open-web ideals versus platform responsibility** — He values email, RSS, podcast openness, and creator independence, but his moderation writing accepts that platforms and infrastructure providers inevitably make governance decisions at scale. [5c81b1be-6ad8-43ac-8774-508c2ec96531, a380e5b4-aa49-445c-b078-1a87f434e665, 93320ff6-85b7-443d-946c-32d5f361b485]
- **Structural determinism versus founder agency** — He often explains firms through business models, culture, and path dependence, yet credits Jobs, Bezos, Zuckerberg, Huang, Nadella, Musk, and independent creators with exploiting structural openings. [817e8ae9-c8da-4e53-9abf-511c56fa1ef8, a7bec329-bb47-4e47-b065-ed4062af2447, 2035b72a-8245-427d-bdb6-5a50eb069e04]
- **Consumer welfare versus ecosystem health** — Aggregators can deliver lower prices, convenience, and better UX while weakening publishers, developers, merchants, advertisers, and creators who become dependent on the aggregator’s rules. [af533810-f890-4ba6-a9e5-4e9fd4d413ab, 96cb4e81-83e8-464f-a235-c7e76f33cc40, c971da64-ca0f-483d-a8a1-d1aff86b71fe]
- **AI as familiar framework versus new epoch** — He applies aggregation, modularity, integration, and disruption to AI, while also treating agentic inference and compute scarcity as a possible break from the classic zero-marginal-cost internet. [2f323c31-6ccc-4f37-993c-f15b856ac334, d45616cb-21cf-4bcd-a3f8-2055a9a0fbf2, 14114b3e-272c-43ff-9cbe-d3f42cfc0613]

## Unifying threads

- **Power follows the user interface** — Across carriers, browsers, app stores, search, social feeds, streaming apps, AI assistants, and enterprise agents, Thompson’s unifying claim is that whoever owns the user-facing layer can reshape the rest of the value chain. [a4d7193c-ca31-493a-85fd-569065a45df5, 811c8841-7955-4339-a92a-175315a3772a, 54101789-f9fb-4c0b-8744-cc7ee6e6fe61]
- **Strategy is fit, not preference** — He judges companies by whether their culture, business model, product, market, and value-chain position align; misalignment explains Microsoft/Nokia devices, AT&T media, Apple services, Xiaomi, and Meta’s hardware-platform ambiguity. [ca0d4a9d-109a-4e82-8a18-552c69e0798d, cd110b29-615b-4733-bc35-e2c9652496df, 5b5f23e4-33e9-4e07-9c32-774a5caa1e73]
- **Frameworks are cumulative memory** — Stratechery’s value comes from applying a compact set of frameworks across new facts, creating continuity from early mobile and Apple analysis to AI, semiconductors, antitrust, and media. [16e495e1-5e31-460c-abf7-632907e3c981, 8a58594f-55fa-4987-85cb-1825791b079e, 837b8fbc-a06b-4d2e-acc4-86a4e56e7aa5]
- **The internet removes friction faster than institutions adapt** — His accounts of media collapse, political disruption, gig work, privacy, app stores, antitrust, and AI copyright all trace back to old rules confronting near-zero distribution, coordination, or creation costs. [639c2edb-4a88-4cfc-a16b-f2405a5e77de, 6df0d032-ad71-4be3-b4dc-51df44eb88d7, 521ca976-fc8e-4615-9e89-a0f299931214]
- **Abstraction layers become empires** — Operating systems, APIs, app stores, cloud platforms, identity layers, ad networks, AI harnesses, and agent platforms matter because they hide complexity for users while concentrating leverage over suppliers. [965c1d89-6a7f-405f-82a7-c9a4b489b628, f4f853ad-37c8-43a6-9bb9-89d294a745f7, 697539cc-195d-4ead-92b1-407e311936f2]
- **Stratechery is his thesis operationalized** — The business model—paid subscriptions, direct audience relationship, email/RSS/podcast distribution, Passport infrastructure, and niche business-side analysis—embodies his belief that differentiated creators can escape aggregator dependence. [2035b72a-8245-427d-bdb6-5a50eb069e04, c824fe51-841c-4de7-aefb-a53c7f5d4a31, 466330be-70e1-40c8-8e17-53f365b8ad1e]
- **The mainstream user is the final arbiter** — However abstract the framework, his analysis often returns to what people actually adopt, trust, pay for, ignore, or tolerate: the iPad, mobile maps, Apple ads, social feeds, and AI products are judged by lived use. [820ec470-7475-45e5-b50c-16ed932076cc, 6611b1b0-19a0-4fbd-a3bc-40c5785fdceb, 7b87813a-2fa2-4762-9223-1615f11a983e]
- **Technology is amoral; incentives decide outcomes** — Thompson resists both utopianism and doom, treating technology as a force that changes constraints while insisting that human choices, institutions, rights, business models, and responsibilities shape the result. [c889e272-6310-4e36-85eb-5c2f11e472de, aad7e2b6-41f7-4525-a289-56ec98cdd05f, 433dea20-0e8e-4ad3-88e7-6528a574969e]

## Sources

- On The Ipad · stratechery.com — https://stratechery.com/2010/on-the-ipad
- Dropbox And The Entrepreneurs Blindspot · stratechery.com — https://stratechery.com/2009/dropbox-and-the-entrepreneurs-blindspot
- Yahoo Buying · stratechery.com — https://stratechery.com/2013/yahoo-buying
- Dropbox Acquires Mailbox · stratechery.com — https://stratechery.com/2013/dropbox-acquires-mailbox
- Jobs iPad Placement Slide · stratechery.com — https://stratechery.com/2010/the-ipad-its-for-everyone-else
- The Death Of Htc In Seven Bullet Points · stratechery.com — https://stratechery.com/2013/the-death-of-htc-in-seven-bullet-points
- Apple Revenue and Income 2001-2010 · stratechery.com — https://stratechery.com/2010/apple-innovators-dilemma
- Stuck In The Past · stratechery.com — https://stratechery.com/2010/stuck-in-the-past
- The Dusk Of The Computer Age · stratechery.com — https://stratechery.com/2010/the-dusk-of-the-computer-age
- From An Earlier Time · stratechery.com — https://stratechery.com/2013/from-an-earlier-time
- Web Second Mobile First · stratechery.com — https://stratechery.com/2013/web-second-mobile-first
- Faa To Allow Reading Devices During Takeoff · stratechery.com — https://stratechery.com/2013/faa-to-allow-reading-devices-during-takeoff
- Embrace Extend Extinguish Google Style · stratechery.com — https://stratechery.com/2013/embrace-extend-extinguish-google-style
- Ios · stratechery.com — https://stratechery.com/2010/ios
- Sailboats, Ben Thompson · stratechery.com — https://stratechery.com/2013/welcome-to-stratechery
- Did China Just Declare War On Apple · stratechery.com — https://stratechery.com/2013/did-china-just-declare-war-on-apple
- Hey You Get Off Of Googles Cloud · stratechery.com — https://stratechery.com/2013/hey-you-get-off-of-googles-cloud
- Computer Or Phone · stratechery.com — https://stratechery.com/2010/computer-or-phone
- The Marissa Mayer Turnaround · stratechery.com — https://stratechery.com/2013/the-marissa-mayer-turnaround
- First Targeted Attack To Use Android Malware Discovered · stratechery.com — https://stratechery.com/2013/first-targeted-attack-to-use-android-malware-discovered
- The PC Value Chain circa 2000, Ben Thompson · stratechery.com — https://stratechery.com/2013/value-chains
- Whats Actually Wrong With Yahoos Purchase Of Summly · stratechery.com — https://stratechery.com/2013/whats-actually-wrong-with-yahoos-purchase-of-summly
- How Twitter Changes Wall Street Research · stratechery.com — https://stratechery.com/2013/how-twitter-changes-wall-street-research
- Apple Plans To Scale Up Presence In India · stratechery.com — https://stratechery.com/2013/apple-plans-to-scale-up-presence-in-india
- That Internet Revolution Its Not Here Yet · stratechery.com — https://stratechery.com/2009/that-internet-revolution-its-not-here-yet
- Zenefits And Regulation · stratechery.com — https://stratechery.com/2016/zenefits-and-regulation
- I’d imagine the first step will be making WhatsApp completely free. · stratechery.com — https://stratechery.com/2016/whatsapp-drops-subscription-fee-messagings-monetization-potential
- Why Twitter Must Be Saved · stratechery.com — https://stratechery.com/2016/why-twitter-must-be-saved
- Workplace By Facebook Why Facebook Should Buy Okta The Oculus Connect 3 Keynote · stratechery.com — https://stratechery.com/2016/workplace-by-facebook-why-facebook-should-buy-okta-the-oculus-connect-3-keynote
- Assumption 1: · stratechery.com — https://stratechery.com/2016/why-apple-shouldnt-buy-netflix-amazons-earnings
- Why New Iphones Are Also Vulnerable This Case Is Not About Encryption Battles Versus Wars · stratechery.com — https://stratechery.com/2016/why-new-iphones-are-also-vulnerable-this-case-is-not-about-encryption-battles-versus-wars
- Why I Stand By Peak Google Amazon Is Fine More Amazon Stores · stratechery.com — https://stratechery.com/2016/why-i-stand-by-peak-google-amazon-is-fine-more-amazon-stores
- Why Linkedin Sold Dropbox Is Cash Flow Positive · stratechery.com — https://stratechery.com/2016/why-linkedin-sold-dropbox-is-cash-flow-positive
- Screen Shot 2016-06-14 at 3.27.02 PM · stratechery.com — https://stratechery.com/2016/wwdc-followup-apple-watch-apple-tv-siri-privacy
- Bloomberg: · stratechery.com — https://stratechery.com/2016/why-googles-android-strategy-is-smart-samsung-buys-viv-google-home
- Airbnb Christmas Qa Airbnb And Flights Apple China Follow Up · stratechery.com — https://stratechery.com/2017/airbnb-christmas-qa-airbnb-and-flights-apple-china-follow-up
- Ad Agencies And Accountability · stratechery.com — https://stratechery.com/2017/ad-agencies-and-accountability
- Xiaomis Struggles Samsung Hardware Rumors · stratechery.com — https://stratechery.com/2016/xiaomis-struggles-samsung-hardware-rumors
- Amazon: · stratechery.com — https://stratechery.com/2017/alexa-and-cortana-apple-moves-siri-tim-cooks-blindspot
- The Popular Amazon Echo Dot: · stratechery.com — https://stratechery.com/2017/alexa-and-operating-systems-privacy-and-integration-spotify-follow-up
- Acquisitions And Network Effects Antitrust And Network Effects The Saga Of Whole Foods · stratechery.com — https://stratechery.com/2017/acquisitions-and-network-effects-antitrust-and-network-effects-the-saga-of-whole-foods
- Airbnb Reportedly Building Apartments Apple Hires New General Counsel Ubers Board Saga Ends · stratechery.com — https://stratechery.com/2017/airbnb-reportedly-building-apartments-apple-hires-new-general-counsel-ubers-board-saga-ends
- Cortana: · stratechery.com — https://stratechery.com/2017/alexa-follow-up-alexa-vs-cortana-siri-google-assistant-medium-retrenches
- Wwdc Preview Line Files For Ipo Yahoo Twitter Snapchat And Messaging · stratechery.com — https://stratechery.com/2016/wwdc-preview-line-files-for-ipo-yahoo-twitter-snapchat-and-messaging
- Airbnb Versus Hotels The Fcc And Differences Of Opinion Airbnb Versus Uber · stratechery.com — https://stratechery.com/2017/airbnb-versus-hotels-the-fcc-and-differences-of-opinion-airbnb-versus-uber
- Screen Shot 2017-05-01 at 5.24.32 PM · stratechery.com — https://stratechery.com/2017/alphabets-earnings-revisiting-peak-google-again-how-mobile-helps-google
- Antitrust Philosophy Two More Follow Ups Spectacles Inventory And Mea Culpas · stratechery.com — https://stratechery.com/2017/antitrust-philosophy-two-more-follow-ups-spectacles-inventory-and-mea-culpas
- Amazons Earnings Amazon Logistics Services Netflixs Earnings · stratechery.com — https://stratechery.com/2017/amazons-earnings-amazon-logistics-services-netflixs-earnings
- fullsizerender · stratechery.com — https://stratechery.com/2017/amazons-operating-system
- Amazons Second Headquarters Amazons Internal Primitives Facebook And Political Ads · stratechery.com — https://stratechery.com/2017/amazons-second-headquarters-amazons-internal-primitives-facebook-and-political-ads
- Amazon Shutters Quidsi Amazon And Cpg Companies Amazon And Wal Mart · stratechery.com — https://stratechery.com/2017/amazon-shutters-quidsi-amazon-and-cpg-companies-amazon-and-wal-mart
- Apple And The Oak Tree Follow Up Is Homepod Late Apples Earnings · stratechery.com — https://stratechery.com/2017/apple-and-the-oak-tree-follow-up-is-homepod-late-apples-earnings
- Amazons New Customer · stratechery.com — https://stratechery.com/2017/amazons-new-customer
- Amazon Studios Shifts Strategy Spotify And Hulu Facebook To Spend 1 Billion On Video · stratechery.com — https://stratechery.com/2017/amazon-studios-shifts-strategy-spotify-and-hulu-facebook-to-spend-1-billion-on-video
- Amazon Echo Show Siri Speaker Echo Look · stratechery.com — https://stratechery.com/2017/amazon-echo-show-siri-speaker-echo-look
- Price 2 · stratechery.com — https://stratechery.com/2017/apple-announcements-iphone-strategy-vs-ipod-strategy-clips
- Apple And The Oak Tree · stratechery.com — https://stratechery.com/2017/apple-and-the-oak-tree
- Apple At Its Best · stratechery.com — https://stratechery.com/2017/apple-at-its-best
- Apples China Problem · stratechery.com — https://stratechery.com/2017/apples-china-problem
- Apples Bad Week Reputation Risk Integration And Focus · stratechery.com — https://stratechery.com/2017/apples-bad-week-reputation-risk-integration-and-focus
- Apple Wechat Follow Up Windows 10 S And The Education Market · stratechery.com — https://stratechery.com/2017/apple-wechat-follow-up-windows-10-s-and-the-education-market
- Apples Business Model Privacy And Developers Chip Industry Structure Stripe Sigma · stratechery.com — https://stratechery.com/2017/apples-business-model-privacy-and-developers-chip-industry-structure-stripe-sigma
- Apple To Build Own Gpu The Evolution Of Gpus Apple And The General Purpose Gpu · stratechery.com — https://stratechery.com/2017/apple-to-build-own-gpu-the-evolution-of-gpus-apple-and-the-general-purpose-gpu
- Apple Should No Longer Buy Netflix Snaps Earnings Tencent Buys 12 Of Snap · stratechery.com — https://stratechery.com/2017/apple-should-no-longer-buy-netflix-snaps-earnings-tencent-buys-12-of-snap
- screen-shot-2017-02-01-at-9-31-41-pm · stratechery.com — https://stratechery.com/2017/apples-earnings-fitbits-earnings-nintendos-earnings
- Apples Earnings Forecasting The Iphone X Rising Asp And Services · stratechery.com — https://stratechery.com/2017/apples-earnings-forecasting-the-iphone-x-rising-asp-and-services
- Arcore Googles Benefit To Apple Ars Killer App And Apples Business Model · stratechery.com — https://stratechery.com/2017/arcore-googles-benefit-to-apple-ars-killer-app-and-apples-business-model
- Artificial Intelligence Follow Up Fcc Privacy Rules Overturned Winners And Losers · stratechery.com — https://stratechery.com/2017/artificial-intelligence-follow-up-fcc-privacy-rules-overturned-winners-and-losers
- Bill Gurley Leaves Ubers Board Uber Adds Tipping Chris Lattner Leaves Tesla · stratechery.com — https://stratechery.com/2017/bill-gurley-leaves-ubers-board-uber-adds-tipping-chris-lattner-leaves-tesla
- Ben Code Media On The Great Unbundling · stratechery.com — https://stratechery.com/2017/ben-code-media-on-the-great-unbundling
- Bitcoin And Bitcoin Cash Tldr The Bitcoin Paradox Uber Softbank Deal · stratechery.com — https://stratechery.com/2017/bitcoin-and-bitcoin-cash-tldr-the-bitcoin-paradox-uber-softbank-deal
- CEO Search: · stratechery.com — https://stratechery.com/2017/benchmarks-letter-to-uber-is-benchmark-right-intel-ceo-leaves-trump-advisory-board
- FullSizeRender · stratechery.com — https://stratechery.com/2017/apples-strengths-and-weaknesses
- Atlassian Buys Trello Yahoo Altaba · stratechery.com — https://stratechery.com/2017/atlassian-buys-trello-yahoo-altaba
- Aws Fargate And Kubernetes Support Embrace And Extend Awss Execution Advantage · stratechery.com — https://stratechery.com/2017/aws-fargate-and-kubernetes-support-embrace-and-extend-awss-execution-advantage
- Blocking And Tackling Breaking Down The Bbc Interview Medium And Going Viral · stratechery.com — https://stratechery.com/2017/blocking-and-tackling-breaking-down-the-bbc-interview-medium-and-going-viral
- Screen Shot 2017-06-02 at 6.50.41 PM · stratechery.com — https://stratechery.com/2017/blue-apron-files-for-ipo-network-effects-and-customer-acquisition-costs-uber-concerns
- Bob Lutz On The Future Of The Automobile Uber And Lyft Ban Rider Twitters Verification Mess · stratechery.com — https://stratechery.com/2017/bob-lutz-on-the-future-of-the-automobile-uber-and-lyft-ban-rider-twitters-verification-mess
- Books And Blogs · stratechery.com — https://stratechery.com/2017/books-and-blogs
- Boring Google · stratechery.com — https://stratechery.com/2017/boring-google
- Chris Lattner Leaves Applefor Tesla Does Apple Have A Problem · stratechery.com — https://stratechery.com/2017/chris-lattner-leaves-applefor-tesla-does-apple-have-a-problem
- Cloudfare And Stormfront Free Speech And Corporations Just War And Free Speech · stratechery.com — https://stratechery.com/2017/cloudfare-and-stormfront-free-speech-and-corporations-just-war-and-free-speech
- Crisis At Uber Ubers Culture Who Is Responsible · stratechery.com — https://stratechery.com/2017/crisis-at-uber-ubers-culture-who-is-responsible
- Direct Relationship with Users · stratechery.com — https://stratechery.com/2017/defining-aggregators
- Box And Google Cloud Vision An Interview With Box Ceo Aaron Levie · stratechery.com — https://stratechery.com/2017/box-and-google-cloud-vision-an-interview-with-box-ceo-aaron-levie
- the supply of content (and increasingly goods) is infinite, and thus worthless; · stratechery.com — https://stratechery.com/2017/disney-and-differentiated-content-snap-and-hardware
- Traditional cable · stratechery.com — https://stratechery.com/2017/disney-follow-up-the-re-bundlers-medium-claps
- Disney And Fox · stratechery.com — https://stratechery.com/2017/disney-and-fox
- Disney Fox Deal Announced Horizontal Antitrust Whither Hulu · stratechery.com — https://stratechery.com/2017/disney-fox-deal-announced-horizontal-antitrust-whither-hulu
- Disney Shifts To Streaming Disney Versus Netflix Espn · stratechery.com — https://stratechery.com/2017/disney-shifts-to-streaming-disney-versus-netflix-espn
- Disney To Buy 21st Century Fox Two Strategies For Content Companies Netflix And Espn · stratechery.com — https://stratechery.com/2017/disney-to-buy-21st-century-fox-two-strategies-for-content-companies-netflix-and-espn
- Disneys Choice · stratechery.com — https://stratechery.com/2017/disneys-choice
- Ends Means And Antitrust · stratechery.com — https://stratechery.com/2017/ends-means-and-antitrust
- Everything Is Changing So Should Antitrust · stratechery.com — https://stratechery.com/2017/everything-is-changing-so-should-antitrust
- Created by Rico Shen for Wikipedia · stratechery.com — https://stratechery.com/2017/distrokid-the-publishers-right-shopifys-results
- Espns Cuts Espns History Espn From Franchise To Business · stratechery.com — https://stratechery.com/2017/espns-cuts-espns-history-espn-from-franchise-to-business
- Exponent Podcast Amazon And Avocados · stratechery.com — https://stratechery.com/2017/exponent-podcast-amazon-and-avocados
- Exponent Podcast Blockchain Beauty Contest · stratechery.com — https://stratechery.com/2017/exponent-podcast-blockchain-beauty-contest
- Exponent Podcast Business Matters · stratechery.com — https://stratechery.com/2017/exponent-podcast-business-matters
- Exponent Podcast Counterfactuals · stratechery.com — https://stratechery.com/2017/exponent-podcast-counterfactuals

_+2796 more sources. Page the full corpus via the JSON export (`?include=all&sourcesOffset=…`)._

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