The Facebook Epoch – Stratechery by Ben Thompson
First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?| Stratechery by Ben Thompson
First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?| Stratechery by Ben Thompson
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling an…| Stratechery by Ben Thompson
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.| Stratechery by Ben Thompson
Saying “Microsoft missed mobile” is a bit unfair; Windows Mobile came out way back in 2000, and the whole reason Google bought Android was the fear that Microsoft would dominate mobile …| Stratechery by Ben Thompson
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.| Stratechery by Ben Thompson
