stratechery.com

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Topic mix

• Business Model Analysis
  263 articles
• Pricing Strategy
  170 articles
• Capital Allocation
  108 articles
• Competitive Positioning
  85 articles
• Market Analysis
  75 articles
• Unit Economics
  70 articles
• Competitive Differentiation
  66 articles
• Strategic Planning
  60 articles
• Valuation
  58 articles
• M&A and Due Diligence
  52 articles

Recent articles

• Intel Honesty — Stratechery by Ben Thompson
  2024-09-03
• Integration and Android — Stratechery by Ben Thompson
  2024-08-14
• Friendly Google and Enemy Remedies
  2024-08-06
• The E.U. Goes Too Far — Stratechery by Ben Thompson
  2024-07-08
• An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star – Stratechery by Ben Thompson
  2024-06-26
• Apple Intelligence: Apple as AI Aggregator — WWDC 2024 Strategy Analysis
  2024-06-11
• Apple Intelligence is Right On Time
  2024-06-10
• An Interview with AMD CEO Lisa Su About Solving Hard Problems
  2024-06-06
• AI Integration and Modularization
  2024-05-29
• Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
  2024-05-23
• Meta and Reasonable Doubt
  2024-04-29
• An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
  2024-04-25
• Meta and Open: Platform Strategy, OS Licensing, and the Metaverse
  2024-04-23
• MKBHDs For Everything
  2024-04-16
• An Interview with Google Cloud CEO Thomas Kurian About Google's Enterprise AI Strategy
  2024-04-11
• Gemini 1.5 and Google's Nature
  2024-04-10
• United States v. Apple — Stratechery by Ben Thompson
  2024-03-25
• An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt – Stratechery by Ben Thompson
  2024-03-21
• Nvidia Waves and Moats: How AI Dominance Reshapes Competitive Advantage in Computing
  2024-03-19
• An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
  2024-03-14
• Intel's Humbling — Strategic Repositioning from IDM to Foundry Model
  2024-01-30
• An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
  2024-01-25
• An Interview with Arm CEO Rene Haas – Strategy, Valuation, and Competitive Positioning in AI-Driven Chip Design
  2024-01-11
• The New York Times' AI Opportunity
  2024-01-08
• Google's True Moonshot
  2023-12-18
• Regretful Accelerationism: How AI and the Internet Are Destroying Constraints on Quality
  2023-12-05
• An Interview with Roblox CEO David Baszucki About Advertising and AI
  2023-11-30
• OpenAI's Misalignment and Microsoft's Gain
  2023-11-20
• An Interview with Intel CEO Pat Gelsinger About Intel's Progress Towards Process Leadership
  2023-11-09
• FTC Sues Amazon — Antitrust Analysis and Market Definition Concerns
  2023-09-27