Results 1 - 10 of about 57:

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
Ben Thompson / Stratechery:
Qualcomm-Broadcom merger threatened US security more because it would have dulled Qualcomm's competitiveness beyond 5G than because Broadcom is a foreign firm   —  From the New York Times: … I can see why the New York Times (and most other commentators) immediately attributed this decision …
Mar 13, 2018, 10:15 PMIn context
Ben Thompson / Stratechery:
Amazon could disrupt US healthcare by converting a standardized healthcare interface for its employees into a marketplace for individuals and other employers   —  It's pretty rare for the same company to feature in two consecutive Weekly Articles; yesterday's announcement …
Feb 4, 2018, 1:55 AMIn context
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

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