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Results 11 - 20 of about 72:

Ben Thompson / Stratechery:
Instagram Stories are as good, if not better, than Snapchat's, but that may present a short-term problem for Facebook as users spend less time on News Feeds   —  This is hardly the first Stratechery article about Facebook to start with Snapchat.  The “camera company” née social network …
Aug 14, 2018, 4:20 PMIn context
Ben Thompson / Stratechery:
Q&A with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on Patreon's acquisition of Memberful, building an SaaS startup, and the history of the companies   —  Long-time Stratechery members may recall that three years ago — a year into the Daily Update — I ripped …
Aug 8, 2018, 5:05 PMIn context
Ben Thompson / Stratechery:
Despite Facebook's disappointing Q2 earnings, its moats are deeper than ever and its money-making potential is not only huge but growing   —  While I was mostly unplugged on my vacation last week, with the news of Facebook's disappointing earnings report and subsequent stock decline …
Jul 31, 2018, 2:40 AMIn context
Ben Thompson / Stratechery:
Intel's integrated model served it well for 35 years, but in the mobile era, is a straitjacket hemming in the chip maker   —  Last week Brian Krzanich resigned as the CEO of Intel after violating the company's non-fraternization policy.  The details of Krzanich's departure, though …
Jun 25, 2018, 1:40 PMIn context
Ben Thompson / Stratechery:
Large funding rounds for Bird and Lime suggest strong economics, which means the potential for building moats for dockless scooter startups are relatively weak   —  As I understand it, the proper way to open an article about electric scooters is to first state one's priors …
Jun 12, 2018, 7:50 AMIn context
Ben Thompson / Stratechery:
Jun 5, 2018, 10:55 PMIn context
Ben Thompson / Stratechery:
For long-term viability, Yelp should focus on business models that avoid Google completely, instead of relying on traffic from search and antitrust regulation   —  Two of the more famous military sayings are “Generals are always preparing to fight the last war”, and “Never interrupt your enemy while he is making a mistake.”
May 27, 2018, 9:10 PMIn context
Ben Thompson / Stratechery:
As the Google-led Chat carrier service shows, encryption is only viable for closed systems, so increased privacy regulations may further entrench walled gardens   —  Note: This article has nothing to do with open or closed source code  —  It was eight years ago next month that Vic Gundotra …
Apr 26, 2018, 9:30 AMIn context
Ben Thompson / Stratechery:
A current moving against Facebook swept Zuckerberg before Congress, which has shown rare bipartisan support that something should be done about the company   —  “I thought something was going to get done,” lamented a friend, in reference to yesterday's Senate hearing that featured a single witness …
Apr 11, 2018, 1:20 PMIn context
Ben Thompson / Stratechery:
A timeline of how Microsoft came to accept the reality of Windows' decline with Nadella's reorg, leaving it without a dedicated PC division, a first since 1980   —  The story of Windows' decline is relatively straightforward and a classic case of disruption:  — The Internet dramatically reduced application lock-in
Apr 3, 2018, 12:15 AMIn context

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