tech, startups, internet

The AI unbundling.

Ben Thompson of Stratechery is one of the most notable writers on the business of technology. He’s the creator of aggregation theory, which has been useful in understanding the centralizing forces of the internet. Now with AI, given its recent […]

tech, startups, internet

Microsoft and the metaverse.

Ben Thompson from Stratechery thinks the metaverse is already here in the form of the internet. Its next iteration will primarily serve workers, not consumers. “This means that the company that is, in my opinion, the most well-placed to capitalize […]

tech, startups, internet

The Slack social network

First came Slack, taking the world of chat software by storm. Then came Microsoft Teams, drawing some competitive ribbing from Slack in a full page ad in the NY Times. Then within a few years, Teams’ adoption overtook Slack’s by a wide […]

tech, startups, internet

The TikTok war

Ben Thompson at Stratechery digs into the drama around TikTok, it’s Chinese ownership, and the implications for international relations. Meanwhile, as if to gain grassroots support in the US, the platform is giving away free advertising credits to US small businesses. | learn more

retail therapy

The anti-Amazon alliance

Ben Thompson writes in Stratechery, reminds us that “everyone in commerce is, whether they realize it or not, in the Anti-Amazon Alliance, and that provides plenty of motivation.” | learn more

tech, startups, internet

What is a tech company?

Ben Thompson of Stratechery takes us on a tour of tech companies over the decades to build a framework to classify whether a company fits the description. His framework is a great one (IMHO). Then he applies it to WeWork […]

tech, startups, internet

Stratechery’s take on the WeWork IPO

It’s hard to say something about WeWork that hasn’t already been written in the popular press in the past two weeks. Yet, Ben Thompson does a nice job of highlighting the bull case for WeWork. It sounds really good right […]