Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.| Stratechery by Ben Thompson
Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.| Stratechery by Ben Thompson
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.| Stratechery by Ben Thompson
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.| Stratechery by Ben Thompson
How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.| Stratechery by Ben Thompson