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.
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
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.
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 ...
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 ...
An Interview with Netflix co-CEO Greg Peters About Strategy and ...
Jan 25, 2024 · Good morning, I am pleased to welcome Netflix Co-CEO Greg Peters for a Stratechery Interview. Peters was named the co-CEO of Netflix (alongside Ted Sarandos) last year upon the retirement of founder Reed Hastings; before that Peters was the Chief Operating Officer and Chief Product Officer.
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 ...
The Apple Vision Pro – Stratechery by Ben Thompson
Feb 6, 2024 · The Apple Vision Pro. Tuesday, February 6, 2024. No wireless. Less space than a nomad. Lame. — CmdrTaco, Slashdot. My one small comfort in the cold Wisconsin winters, walking up and down Bascom Hill in the snow at the University of Wisconsin-Madison, was listening to music on my Diamond Rio. That Rio served me well all through college; Apple ...
The Value Chain Constraint – Stratechery by Ben Thompson
Feb 26, 2019 · To put it in generic terms, profit in a value chain flows to whatever company is able to successfully integrate different component pieces of that value chain; the other parts of the value chain then modularize and are driven into commodity competition. For example, this is what Walmart’s traditional value chain looked like: