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 […]

retail therapy

The Amazon empire strikes back.

Stratechery: “Amazon’s owning the end to end supply chain makes it harder for merchants to ditch Amazon. Because the alternative logistics network form China are more expensive and more prone to failures. Investment years ago creates value and loyalty today.” | learn […]

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

Uber’s bundles. 

Ben Thompson of Stratechery discusses how he looks at Uber’s business in the context of bundles: transportation as a service, uber eats, and self-driving cars. | learn more