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Ben Thompson / Stratechery:
Amazon Go is another manifestation of Amazon's strategy: invest massively in R&D for a moat that no retailer or software-based competitor can match   —  Amazon Go is the story of technology, and so is this tweet: … Yesterday the Amazon Go concept store in Seattle opened to the public …
Jan 23, 2018, 10:05 PMIn context
Ben Thompson / Stratechery:
Arguments against FCC's Net Neutrality rollback miss that regulation incurs opportunity costs and more attention should be paid to inter-ISP competition   —  Weirdly, this article about the American broadband market must start in Portugal. … Last week Federal Communications Commission …
Nov 28, 2017, 2:20 PMIn context
Ben Thompson / Stratechery:
Proposed Senate tax plan won't impede incumbent companies but would severely handicap startups moving forward, which may explain lack of pushback from big firms   —  There was an interesting line of commentary around the news that Stitch Fix, the personalized clothing e-commerce company, was going to IPO: these numbers are incredible!
Nov 14, 2017, 6:10 PMIn context
Ben Thompson / Stratechery:
iPhone X shows how Apple's integration of hardware and software fends off less integrated rivals, like Google, even when rival services are superior   —  The history of Apple being doomed doesn't necessarily repeat, but it does rhyme.  —  Take the latest installment, from Professor Mohanbir Sawhney …
Nov 7, 2017, 7:55 PMIn context
Ben Thompson / Stratechery:
FTC failed in allowing Facebook to acquire Instagram, WhatsApp; it should intervene on tbh, regardless of whether the purchase price is enough to mandate review   —  There was one line in TechCrunch's report about Facebook's purchase of social app tbh [sic] that made me raise my eyebrows (emphasis mine):
Oct 23, 2017, 1:00 PMIn context
Ben Thompson / Stratechery:
Facebook should have a searchable database of all ads and ramp up authenticity requirements for all buyers, not just for those self-reporting as political   —  Fifteen years on, this paragraph from a Bill Gates' memo is a bit cringe-inducing: … Equivocating computer viruses …
Oct 3, 2017, 4:30 PMIn context
Ben Thompson / Stratechery:
Apple's shift towards services revenue has limited its freedom to maneuver, as the China-VPN example shows, while creating a formidable business   —  On October 5, 1999, Steve Jobs introduced the iMac DV and a new application called iMovie, declaring:
Aug 2, 2017, 3:25 PMIn context
Ben Thompson / Stratechery:
Analysis of EU's Google antitrust fine: digital monopoly definition and focus on promoting competition are good but punishing Google for being best is misguided   —  The European Commission levied a record €2.42 billion ($2.73 billion) fine on Google yesterday for having …
Jun 28, 2017, 2:10 PMIn context
Ben Thompson / Stratechery:
By buying Whole Foods, Amazon is acquiring a customer that will bring its nascent grocery logistics service to scale   —  Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: … I was reminded of this quote after Amazon announced an agreement …
Jun 19, 2017, 3:35 PMIn context
Ben Thompson / Stratechery:
How Apple's various announcements at WWDC stack up against its strengths and weaknesses   —  The San Jose location of WWDC, Apple's annual developer conference, felt a bit odd, but Apple sought to strike a familiar tone: the artwork on and around the San Jose McEnery Convention Center featured …
Jun 6, 2017, 3:33 PMIn context

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