Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode

Airbnb has a new app with new offerings for experience and services; I'm not sure the economics make sense for either.

05-14
02:08

A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups

More on Apple and AI, this time through the lens of Google's point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.

03-11
01:11

Apple AI’s Platform Pivot Potential

Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.

03-10
00:28

Deep Research and Knowledge Value

Deep Research is an AGI product for certain narrow domains; it's ability to find anything on the Internet will make secret knowledge all the more valuable.

02-10
00:14

The Great Flattening

Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.

05-13
13:24

Stratechery 4.0

The newest version of Stratechery.com: now explore the site via concept, company, or topic, or use dramatically improved search functionality. Plus, a new logo!

03-27
00:15

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