Stratechery

Ben Thompson
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9 snips
Aug 3, 2022 • 17min

Political Chips

Dive into the fascinating world of chip manufacturing as AMD surpasses Intel, highlighting their differing strategies. Discover the implications of Integrated Device Manufacturers versus TSMC's adaptability in meeting customer needs. Explore the debate between CISC and RISC architecture and its impact on mobile computing design. Uncover how advancements in chip production, especially in extreme ultraviolet lithography, are reshaping global competition. Finally, delve into Taiwan's pivotal role in the semiconductor industry amidst complex U.S.-China relations.
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6 snips
Jul 12, 2022 • 13min

Big Ten Blame

The discussion kicks off with Penn State's contentious entry into the Big Ten, highlighting the pushback from established teams. The evolution of television and cable networks takes center stage, revealing how economic forces shape content and advertising strategies. The impact of sports viewership sparks a deep dive into the tactics employed by giants like Disney and Fox, especially in the face of streaming challenges. Finally, the complexities of sports broadcasting rights are unraveled, critiquing major networks' roles in the financial and fan-driven dynamics of college football and the NFL.
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10 snips
Jun 27, 2022 • 20min

Spotify, Netflix, and Aggregation

View Spotify, Netflix, and Aggregation on Stratechery. Subscription Information Member: Socia Bob Email: socialmbob@protonmail.com Manage your account
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11 snips
Jun 21, 2022 • 23min

Data and Definitions

The discussion dives into the controversies surrounding Apple's App Tracking Transparency, highlighting concerns from regulators about competition and potential biases. It contrasts Apple’s privacy-centric advertising approach with industry norms, revealing implications for targeted advertising. The intricacies of data collection in the ad landscape are explored, emphasizing the tension between big platforms and smaller developers. Finally, the conversation scrutinizes Apple's advertising policies, pointing out inconsistencies in their privacy claims and self-preferencing tactics.
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8 snips
May 31, 2022 • 18min

Thin Platforms

Delving into the 1998 DOJ case against Microsoft unveils the battle between Internet Explorer and competitors like Firefox. Microsoft is reimagining its strategy, transitioning to a cloud-centric model that prioritizes user experience. The seamless integration of Teams with Microsoft 365 showcases innovative tools at work. Meanwhile, the podcast tackles the pitfalls of Microsoft’s mobile strategy and discusses the monopolistic tendencies of thin platforms. Lastly, it highlights the evolving landscape of finance in the internet age, with platforms like Stripe leading the charge.
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8 snips
May 23, 2022 • 18min

Warner Bros. Discovery

Dive into the challenges faced by Warner Bros. Discovery's new CEO as they navigate post-merger hurdles and cost-cutting controversies. Discover how innovative AdLite products can boost consumer retention in streaming services. Explore the company's dominance in the television realm and its strategic shift towards better subscription models. Gain insights into their competitive edge in sports and media, while examining the importance of quality content and adaptable distribution strategies in a rapidly changing industry.
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8 snips
May 10, 2022 • 20min

Cable's Last Laugh

Discover the surprising resilience of the cable industry as it evolved from its post-WWII roots to its current state. Explore the transition from basic cable to advanced coaxial and satellite systems, and how competitors are adapting to rise of streaming. Learn about Verizon's pivotal role in reshaping partnerships and the strategies cable companies are using to navigate a world moving away from traditional bundles. Finally, delve into how these firms are now leveraging internet service bundles to remain competitive in the ongoing media landscape.
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6 snips
Apr 25, 2022 • 14min

Beyond Aggregation: Amazon as a Service

Explore Amazon's missteps in competing with Shopify, particularly its WebStore service failure. Discover how Shopify evolved from a SaaS model to gain market traction while Amazon pivots to initiatives like Buy With Prime. Delve into Amazon's logistics expansion as it takes on delivery giants and its impact on e-commerce dynamics. Finally, examine shifting consumer expectations for shipping and returns, and how competitors struggle to meet these demands amidst a landscape shaped by Amazon's standards.
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9 snips
Apr 18, 2022 • 15min

Back to the Future of Twitter

Discover the ambitious vision to transform Twitter into a bastion of free speech under Elon Musk's leadership. The discussion dives into the challenges of the platform's current architecture and how it might boost monetization and user experience. Additionally, the podcast presents a bold proposal to split Twitter into two distinct entities, aiming to address advertising woes and enhance competition, paving the way for better user experiences and refined moderation practices.
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8 snips
Apr 12, 2022 • 13min

DALL-E, the Metaverse, and Zero Marginal Content

Discover the innovative features of OpenAI's DALL-E 2, which generates and edits images based on text prompts. Explore how DALL-E is reshaping visual media and social networking amidst the rise of user-generated content. Delve into the future of the metaverse and the role of AI in transforming virtual worlds, drawing parallels to historical shifts in content production like the printing press. Simply put, this discussion uncovers the convergence of technology and creativity, sparking thoughts about tomorrow's digital landscape.

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