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Sep 24, 2024 · The offense of monopolization requires proof of two elements: “ (1) the possession of monopoly power in the relevant market and (2) the willful acquisition or maintenance of that power as distinguished from growth or development as a consequence of a superior product, business acumen, or historic accident.”.
Author. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I’ve worked previously at Apple (interned), Microsoft, and Automattic, where I focused on strategy, developer relations, and marketing for Apple University, Windows, and WordPress.com.
Mar 13, 2020 · Exponent Podcast: Open, Free, and Spotify. Friday, May 15, 2020. On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus Free. Listen to it here.
Aug 6, 2024 · Enterprise Philosophy and The First Wave of AI. Tuesday, September 24, 2024. The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
Jun 1, 2021 · Greatest Of All Talk is a twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its ...
Nov 20, 2023 · Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of that perpetual license, or Microsoft’s directly because said employees joined Altman’s team. OpenAI’s trump card is ChatGPT, which is ...
Ben Thompson writes, speaks, and consults about Aggregation Theory and how it is affecting your business. Articles. Weekly Articles are freely available and are the foundation of the subscription-only Daily Update, consulting, and speaking engagements. Aggregation Theory
Sep 10, 2024 · The results speak for themselves: this past “down” quarter saw Apple rake in $50.6 billion in revenue and $10.5 billion in profit. Over the last nine years the iPhone alone has generated $600 billion in revenue and nearly $250 billion in gross profit. It is probably the most valuable — the “best”, at least from a business perspective ...
Nov 1, 2023 · Attenuating Innovation (AI) Wednesday, November 1, 2023. This Article is available as a video essay on YouTube. In 2019, a very animated Bill Gates explained to Andrew Ross Sorkin why Microsoft lost mobile: This video is private. Unknown. There’s no doubt that the antitrust lawsuit was bad for Microsoft. We would have been more focused on ...
In consumer technology — and increasingly enterprise — the best user experience wins, and it is the best hedge against disruption. The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution. Aggregators succeed by being the best at doing the jobs consumers want done.
