Stratechery20h
Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix's biggest event yet, as the company draws increasingly clear lines between customer ...
Stratechery1d
A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something ...
Stratechery5d
An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Stratechery5d
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Stratechery6d
Shopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer
Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...