Stratechery by Ben Thompson – On the business, strategy, and …
For 2024, while we now forecast Family of Apps revenues of $151.2 billion (almost $30 billion below the forecast made on February 2, 2022), our current all-in Meta operating profit estimate of $56.8 billion is also essentially in line. In essence, Meta has emerged as a more profitable (dare we say, efficient) business.
About - Stratechery by Ben Thompson
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.
From Bing to Sydney – Stratechery by Ben Thompson
Feb 15, 2023 · From Bing to Sydney. Wednesday, February 15, 2023. This was originally published as a Stratechery Update. Look, this is going to sound crazy. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. This sounds hyperbolic, but I feel like I had the most surprising and ...
Articles - Stratechery by Ben Thompson
Sep 3, 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.
Podcasts - Stratechery by Ben Thompson
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.
The Value Chain Constraint – Stratechery by Ben Thompson
Feb 26, 2019 · To put it in generic terms, profit in a value chain flows to whatever company is able to successfully integrate different component pieces of that value chain; the other parts of the value chain then modularize and are driven into commodity competition. For example, this is what Walmart’s traditional value chain looked like:
Concepts - Stratechery by Ben Thompson
Explore Stratechery by: Concepts | Companies | Topics | Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media Strategy and Product Management
Stratechery Plus – Stratechery by Ben Thompson
Jun 1, 2021 · Subscribe for $150/year. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including ...
AI and the Big Five – Stratechery by Ben Thompson
Jan 9, 2023 · AI and the Big Five. Monday, January 9, 2023. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. It seems clear to me that this is a new epoch in technology.
Daily Update – Stratechery by Ben Thompson
Oct 23, 2024 · An Interview with Hugo Barra About Orion and Meta’s AR Strategy. Thursday, October 17, 2024. An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.