Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News a…| Stratechery by Ben Thompson
How Hard Tech Can Be More Capital Efficient Than Software| www.notboring.co
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.| Stratechery by Ben Thompson
The Most Important Story for 14-Aug-2024| entertainment.substack.com
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Today’s article is free for all to read. If you’d like to cross-post it to your newsletter, feel free!) Several years back, ... Read MoreHere’s a 7 Point Plan to Save...| Entertainment Strategy Guy
The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.| Stratechery by Ben Thompson
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulat…| Stratechery by Ben Thompson
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.| Stratechery by Ben Thompson
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.| Stratechery by Ben Thompson
Web3, NFTs, Metaverse, and the Direct-to-Avatar Economy Explained| www.notboring.co
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.| Stratechery by Ben Thompson