Stratechery by Ben Thompson – On the business, strategy, and …
For 2024, while we now forecast Family of Apps revenues of $151.2 billion (almost $30 billion below the forecast made on February 2, 2022), our current all-in Meta operating profit estimate of $56.8 billion is also essentially in line. In essence, Meta has emerged as a more profitable (dare we say, efficient) business.
About - Stratechery by Ben Thompson
Author. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I’ve worked previously at Apple (interned), Microsoft, and Automattic, where I focused on strategy, developer relations, and marketing for Apple University, Windows, and WordPress.com.
Concepts - Stratechery by Ben Thompson
Explore Stratechery by: Concepts | Companies | Topics | Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media Strategy and Product Management
Articles - Stratechery by Ben Thompson
Sep 3, 2024 · Enterprise Philosophy and The First Wave of AI. Tuesday, September 24, 2024. The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
Stratechery Plus – Stratechery by Ben Thompson
Jun 1, 2021 · Subscribe for $150/year. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including ...
From Bing to Sydney – Stratechery by Ben Thompson
Feb 15, 2023 · From Bing to Sydney. Wednesday, February 15, 2023. This was originally published as a Stratechery Update. Look, this is going to sound crazy. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. This sounds hyperbolic, but I feel like I had the most surprising and ...
Smiling Curve – Stratechery by Ben Thompson
Oct 28, 2014 · The Smiling Curve, originally created to explain the PC market, is one of the best frameworks to understand how the Internet is transforming industries, especially publishing. Gaming the Smiling Curve February 1, 2022. The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie ...
Daily Update – Stratechery by Ben Thompson
Oct 31, 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-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes ...
Dithering - Stratechery by Ben Thompson
May 12, 2020 · Sharp Tech and Stratechery Plus. Tuesday, September 20, 2022. Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and Dithering.
Strategy – Stratechery by Ben Thompson
Aug 14, 2024 · Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines. Wednesday, October 9, 2024. Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.