Stratechery

Ben Thompson
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Mar 2, 2021 • 15min

The Web's Missing Interoperability

Delve into the challenges posed by social media monopolies and the need for interoperability to boost competition. Explore the evolution of Web 2.0 and its effect on user-generated content. Discover the tension between privacy regulations and platforms like Clubhouse, alongside Shopify's move into the social ecosystem. Learn how Shopify is reshaping the retail landscape for independent merchants through its strategic partnerships with Instagram and Facebook.
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Feb 16, 2021 • 19min

Clubhouse's Inevitability

The discussion opens with Clubhouse's pivotal role in digital audio, akin to Tesla in cars. It dives into the evolution of content on platforms like Instagram and Spotify, emphasizing how algorithms shape user experiences. There's a critical look at the stagnation in podcast advertising compared to other media forms. The interactive nature of Clubhouse and its international ties are explored, alongside the competition it faces from Facebook. Finally, the podcast examines monetization strategies as Clubhouse navigates its rapid growth challenges.
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Feb 9, 2021 • 21min

Mistakes and Memes

The conversation kicks off with a critique of economic predictions about the internet, spotlighting the rise of social media giants. It dives into Metcalfe's Law and how digital platforms have reshaped communication and community dynamics, evidenced by the GameStop event. The discussion shifts to the role of digital tools in modern protests, emphasizing both their potential and pitfalls. Additionally, it explores how political narratives and storytelling shape movements, culminating in a fascinating analysis of memes as powerful communicative forces reflecting culture.
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12 snips
Feb 3, 2021 • 16min

The Relentless Jeff Bezos

Explore the extraordinary rise of Amazon and Jeff Bezos’ visionary leadership. Discover how Amazon's innovative customer loyalty strategies reshaped retail dynamics. Dive into the game-changing pricing models that revolutionized the tech industry. Uncover the pivotal role AWS played in cementing Amazon’s dominance. This discussion highlights the fascinating intersection of technology and e-commerce, showcasing a relentless pursuit of growth.
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Jan 27, 2021 • 22min

Publishing is Back to the Future

The podcast delves into Andreessen Horowitz's media initiative, tackling skepticism from traditional journalism. It traces the evolution of journalism, highlighting a shift from geographic monopolies to franchise models. The struggle of traditional newspapers in the digital age is examined, focusing on revenue challenges posed by giants like Google and Facebook. Additionally, the discussion touches on the Australian Media Bargaining Code and its impact on tech companies, emphasizing the necessity for algorithm transparency and a healthy balance in journalism.
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Jan 19, 2021 • 13min

Intel Problems

This discussion dives into Intel's ongoing market challenges and the urgent need for strategic transformation. It highlights Intel's past successes and current struggles, particularly in mobile technology, while facing stiff competition from TSMC and AMD. The impact of geopolitical factors on semiconductor manufacturing is examined, along with possible solutions like operational separation and government support to re-establish competitiveness. A thorough analysis reveals the complexities of navigating a rapidly evolving tech landscape.
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Jan 12, 2021 • 18min

Internet 3.0 and the Beginning of (Tech) History

Delve into misinterpretations of democracy and history as technology reshapes power dynamics. Explore how major tech companies influence modern governance and European calls for regulation after social media controversies. Discover concerns about big tech's chokehold on political discourse and the implications for democracy and free speech. Uncover a future of technology that champions individual sovereignty and the emergence of a fifth estate, fostering a new era of communication.
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Jan 7, 2021 • 11min

Trump and Twitter

The discussion dives into the complex relationship between technology and politics during Trump's presidency. It highlights the challenges social media faces in moderating content, especially during political transitions. The implications of deplatforming influential figures are examined, emphasizing the ethical responsibilities of tech giants. Additionally, the conversation raises crucial questions about balancing free speech with the prevention of real-world harm, showcasing the intricate dynamics at play in moderating political discourse.
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Jan 5, 2021 • 22min

New Defaults

Discover how changing default settings can drastically boost 401k participation, yet lead to unintentional investment choices. Explore Apple’s strides in user privacy and the global response to lockdowns during the pandemic. Dive into the story of a citizen journalist imprisoned for reporting on COVID-19, highlighting the tension between health measures and civil liberties. Analyze the rapid innovation behind the Moderna vaccine versus bureaucratic rollout challenges, and understand the contrasting economic approaches of China and the U.S. amidst a health crisis.
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Dec 22, 2020 • 2min

The 2020 Stratechery Year in Review

The discussion kicks off with a fascinating reflection on 2020, showcasing how technology evolved in response to the pandemic. Remote work trends surged, transforming how we interact and collaborate. Additionally, the introduction of new podcast ventures adds a fresh layer to the conversation. A detailed recap invites listeners to delve even deeper into these significant changes that defined the year.

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