Stratechery @stratechery
Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson. stratechery.com Joined March 2013-
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4-25-2024 An Interview with Walmart CEO Doug McMillon About Omnichannel Retail stratechery.com/2024/an-interv…
4-24-2024 ($) •Does VR Matter? •Modular Products and Defining New Markets •TikTok Acquirers stratechery.com/2024/does-vr-m…
Meta and Open Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation. stratechery.com/2024/meta-and-…
4-22-2024 ($) •Netflix Earnings •Netflix’s Reporting Change •Netflix’s Waiting Game stratechery.com/2024/netflix-e…
4-18-2024 ($) An Interview with Michael Morton About E-Commerce Winners and Losers stratechery.com/2024/an-interv…
4-17-2024 ($) •More on Humane •Limitless •The iPhone Integration Barrier stratechery.com/2024/more-on-h…
MKBHDs For Everything Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere. stratechery.com/2024/mkbhds-fo…
4-15-2024 ($) •Intel’s Modular Vision •Meta MTIA 2 •Google Axion stratechery.com/2024/intels-mo…
4-11-2024 An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy stratechery.com/2024/an-interv…
Gemini 1.5 and Google's Nature Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it. stratechery.com/2024/gemini-1-…
4-8-2024 ($) •The Status of Just Walk Out •TSMC Gets CHIPS Act Grant stratechery.com/2024/the-statu…
4-3-2024 ($) An Interview with Benedict Evans About Regulation and AI stratechery.com/2024/an-interv…
4-2-2024 ($) •The XZ Backdoor •What Happened •Open Source Safety stratechery.com/2024/the-xz-ba…
4-1-2024 ($) •MLS on Vision Pro •The Vision Pro's Missing Content •The Vision Pro's DRI stratechery.com/2024/mls-on-vi…
3-28-2024 ($) An Interview with Hugo Barra About a Career in Tech and the Future of VR stratechery.com/2024/an-interv…
3-27-2024 ($) •Apple and Antitrust for Aggregators •DMA Investigations and Apple's Risk stratechery.com/2024/apple-and…
3-26-2024 ($) •Apple and the Monopoly Question •iPhone Market Share •Apple's Durability stratechery.com/2024/apple-and…
United States v. Apple Apple is being sued by the DOJ, but most of the complaints aren't about the App Store. I think, though, Apple's approach to the App Store is what led to this case. stratechery.com/2024/united-st…
3-21-2024 An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt stratechery.com/2024/an-interv…
3-20-2024 ($) •Microsoft and Inflection AI •Inflection Oddities •The Acquisition That Isn't stratechery.com/2024/microsoft…
Shreyas Doshi @shreyas
276K Followers 992 Following Led a couple of Stripe's most successful products from their early days. Led & grew several products at Twitter, Google, Yahoo. Now advising, coaching, teaching
Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Lenny Rachitsky @lennysan
205K Followers 2K Following Newsletter: https://t.co/LF0tRFpCeT 💥 Podcast: https://t.co/ZQWNT0iXvJ 💥 Jobs: https://t.co/h5qbpegVYd 💥 Lennybot: https://t.co/TqkCh3hVCa 💥 Swag and Book: https://t.co/qgtUH5DM4S
Bill Gurley @bgurley
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Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Packy McCormick @packyM
189K Followers 3K Following Not Boring || Not Boring Capital || Age of Miracles || Advisor @a16z crypto Techno-Optimist
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Steven Sinofsky @stevesi
208K Followers 6K Following ॐ • Subscribe to https://t.co/HO6BEn7SN1 • delving • seed investing • writing • everlaw boxhq tanium w/a16z… •📷• ॐ •🙏• tweets kept 90 days • 🇮🇱
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Jerry Capital @JerryCap
41K Followers 563 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Josh Elman @joshelman
134K Followers 3K Following I have been very lucky to work on or invest in many products I use every day including this one when it had a different name.
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Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
Prepared Remarks @Rebrand_As_Y
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Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
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Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
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George Yousling @coolhaircut
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0x8685e88c37d99d5f829.. @0x8685e88c37d91
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buffalu @buffalu__
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Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Stratechery Members @StratecheryMO
18K Followers 3 Following Members-only Daily Updates from Stratechery. Weekly articles are free @stratechery
Exponent Podcast @exponentfm
16K Followers 3 Following A podcast about tech and society, hosted by @benthompson and @jamesallworth.
From @stratechery comes one of the best AVP reviews. Most of that Ben says matches my own experience, especially in regard to this not being a great productivity device, it being a great TV/Movie device and something that's going to require a few more iterations. I never had…
@stratechery @benthompson It’s not the main focus, but Gates’ quote saying Motorola was ready to ship a phone is another layer of BS on his ahistorical take on Windows Mobile. I was at Motorola working on all these products. Wasn’t going to happen that year, if ever.
I’ve been listening to the @stratechery interview with @danielgross and @natfriedman in the car with my 14-year-old son. It’s taken us several hours to get through the first 30 minutes since we keep pausing it so he can explain things to me. And then we go off on tangents…
@stratechery one thing to add to the Airbnb piece is that the review system unfortunately isn't well geared towards honest feedback because hosts can reply to guest reviews but guests can't reply further. Hosts use this to talk shit about the guests if they leave bad review.
When @stratechery says it's a long one....
I start reading today’s @stratechery newsletter and @damanr has a shoutout for his Lakers winning the title. 🤣 @benthompson
Hey @benthompson, thank you for podcast-ifying @stratechery. 👏 I now get to 100%, usually same-day. No more binge reading to catch-up. When do we get a meta post on how a service can use new delivery models to create more value for customers? 🤓
@benthompson thanks for launching the audio version of @stratechery earlier this year! My consumption and overall appreciation) has increased dramatically, and helped alleviate unread email guilt 🙌
@gte @gruber @stratechery Thanks Guy! "Rad Things The Client Said No To" would be a great book series.
It was worth the entire @stratechery subscription fee to hear @benthompson say to Adam Silver that he’s had his “frustrations with the NBA’s digital product”
@stratechery As you seem to actually read/analyse feedback I would like to add my 👍💯 for creating a podcast. It will become my primary channel. My only concern is that I’ll miss out on your charts if it isn’t obv referenced in audio. Will see if this occurs in practice. 🙏 for your work.
The star of this week is @damanr whose suave voice makes for a great commute companion when reading segments in the @stratechery podcast
Hey @stratechery @benthompson we’re definitely on a similar wavelength here
It’s a rare, monumental week when the world loses two enormous influencers like Clayton Christensen and Kobe Bryant. They might not go together in many people’s minds, but there’s something “before and after” about them both that sticks out for me.
@benthompson @modestproposal1 @stratechery Leaving funds that replace asset-backed lenders as production capital. Since the companies that need the money don't have tangible assets a diff model is needed. One of the reasons I like what @BrentBeshore, et al are doing
@stratechery @benthompson I agree that portability is only part of the solution – and that interoperability is key to promoting consumer choice, competition, and innovation. That’s why I have the only bipartisan legislation to promote both. avc.com/2019/10/the-ac…
@benthompson I know! I was referring to your point that they struggle to defend themselves in "light of marketplace of ideas". That's what they do because no real alternative. There is no "against tyranny" defense of amplification or pay-to-play—which is more the problem here, not speech.
My man Ben’s gonna have an 8 page newsletter on this TUE w 45 links to SEC filings, press releases & analyses dissecting what led to this decision/next steps. I say this semi-jokingly, but truth is @stratechery newsletter is remarkably thorough & I truly admire effort put into it
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