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An analysis of how Apple's approach to ATT is anti-competitive and harms legitimate targeted ad businesses integral to the new internet economy (Ben Thompson/Stratechery)
Tech

An analysis of how Apple's approach to ATT is anti-competitive and harms legitimate targeted ad businesses integral to the new internet economy (Ben Thompson/Stratechery)

Mr.Mario -
0
Amazon's Buy with Prime will make it difficult for Shopify to get its own shipping solution to scale by deepening Amazon's nearly impregnable moat in logistics (Ben Thompson/Stratechery)
Tech

Amazon's Buy with Prime will make it difficult for Shopify to get its own shipping solution to scale by deepening Amazon's nearly impregnable moat in logistics (Ben Thompson/Stratechery)

Mr.Mario -
0
To unlock its vast potential, Twitter should go private and split into two: one company to manage the social graph and the other its apps and ad business (Ben Thompson/Stratechery)
Tech

To unlock its vast potential, Twitter should go private and split into two: one company to manage the social graph and the other its apps and ad business (Ben Thompson/Stratechery)

Mr.Mario -
0
As subscriber growth slows, Netflix should consider introducing an ad-supported tier, which could help it add subscribers, raise prices, and reduce churn (Ben Thompson/Stratechery)
Tech

As subscriber growth slows, Netflix should consider introducing an ad-supported tier, which could help it add subscribers, raise prices, and reduce churn (Ben Thompson/Stratechery)

Mr.Mario -
0
Q&A with Nvidia CEO Jensen Huang on integrating hardware and software, the company's full-stack approach, ML opportunities, attempting to buy Arm, and more (Ben Thompson/Stratechery)
Tech

Q&A with Nvidia CEO Jensen Huang on integrating hardware and software, the company's full-stack approach, ML opportunities, attempting to buy Arm, and more (Ben Thompson/Stratechery)

Mr.Mario -
0
Sanctions by US tech companies on Russia may have unintended consequences in India; the West could use chips as leverage to compel China to not sell to Russia (Ben Thompson/Stratechery)
Tech

Sanctions by US tech companies on Russia may have unintended consequences in India; the West could use chips as leverage to compel China to not sell to Russia (Ben Thompson/Stratechery)

Mr.Mario -
0
An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD's success (Ben Thompson/Stratechery)
Tech

An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD's success (Ben Thompson/Stratechery)

Mr.Mario -
0
A look back at tech's three eras, from Bell Labs to Facebook, and why the metaverse is the fourth, defined by its bifurcation with the physical world (Ben Thompson/Stratechery)
Tech

A look back at tech's three eras, from Bell Labs to Facebook, and why the metaverse is the fourth, defined by its bifurcation with the physical world (Ben Thompson/Stratechery)

Mr.Mario -
0
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