Aggregation Theory
The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship Netflix and the Conservation of Attractive Profits placed this commodification/aggregation concept into Clay Christen
Consoles and Competition
This Article is available as a video essay on YouTube The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room: Fifteen years later Ralph Baer produced “The Brown Box”; Magnavox licensed Baer’s device and released it as the Odyssey five years later — it was the first home video game console: The Odyssey made Magnavox a lot of money, bu
Stratechery by Ben Thompson
Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on Thursday, July 11. Sharp China will also return the week of July 8. The full Stratechery posting schedule is here. This Article is available as a
The State of Consumer Technology at the End of 2014
While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still a part of modern life. In fact, one
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The Great Flattening
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
Aggregator’s AI Risk
Disney’s Taylor Swift Era
The Unified Content Business Model
Spotify, Netflix, and Aggregation
The 2022 Stratechery Year in Review
Beyond Aggregation: Amazon as a Service
Digital Advertising in 2022