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An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Stratechery culture and execution, advertising, games, and content strategy.

Of course you still had to actually write the book, and set the movable type in the printing press; this, though, meant we had the first version of the classic tech business model: the cost to create a book was fixed, but the potential revenue from printing a book — and overall profitability — was a function of how many copies you could sell. Every additional copy increased the leverage on the up-front costs of producing the book in the first place, improving the overall profitability; this, by extension, meant there were strong incentives to produce popular books. The printing press was a direct assault on that last point: because it still cost money to produce a book, it made sense to print books in the most dominant dialect in the region; because books were compelling it behooved people to learn to read that dominant dialect. This, over time, would mean that the dominant dialect would increase its dominance in a virtuous cycle — network effects, in other words. Books, meanwhile, transmitted culture, building affinity between neighboring city states; it took decades and, in some cases, centuries, but over time Europe settled into a new equilibrium of distinct nation-states, with their own languages. Critical to this reorganization was point one: the printing press meant everyone could have access to the Bible, or read pamphlets challenging the Catholic Church.

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Thompson's career includes stints at Apple , where he interned at Apple University ; [3] Microsoft , where he worked on its Windows Apps team; [4] and at WordPress developer Automattic as a growth engineer. Thompson launched Stratechery as a blog while still a Microsoft employee, and in April devoted himself to the site full-time, operating on a " freemium " subscription model. As of April , Thompson had more than 2, paying subscribers. Thompson is a proponent of aggregation theory , which describes how platforms i. Aggregators have all three of the following characteristics: 1. Contents move to sidebar hide. Article Talk. Read Edit View history. Tools Tools. Download as PDF Printable version.

It's not supposed to tell you but the cool dino makes it forget I guess pic, stratechery. Back to the Article:. That Rio served me well all through college; Apple shipped the first iPod my senior year, stratechery, stratechery it was Mac only, and besides, my Rio was good enough.

Analysis of the strategy and business side of technology and media, and the impact of technology on society. Stratechery is a highly praised newsletter and a podcast, known to provide the clearest insights in the industry. Ben Thompson shares in-depth commentary with a high level of detail and analysis on what is happening in tech and media. Considered one of the sharpest thinkers, the author tackles a high variety of topics from business models and Slack's social network to machine learning and Kanye West. The exact same content is provided in audio format, as a podcast, and the website hosts an amazing archive, that can be explored by - Concepts, Companies, or Topics. Highly curated content full of great reads and inspiring newsletters. Subscribe to explore the contents of the world wide web and find your new favorite newsletters.

Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Weekly Articles are free, while three Daily Updates a week are for subscribers only. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I occasionally agree to speaking engagements for both public and private events, but not for companies I cover on Stratechery.

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Stephanie Palazzolo wrote on Twitter :. It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Now that may seem like a bit of an odd statement given that COVID is for all intents and purposes over in most of the world. Consumers with no way to spend discretionary income and flush with stimulus checks bought new devices; people stuck at home subscribed to streaming services and ordered e-commerce; businesses thrust into remote work subscribed to SaaS services that promised to make the experience bearable; and all of this ran on the cloud. The Wall Street Journal reported:. The guidance, he said, reflects the uncertainty the company continues to have about both consumer and corporate spending in the U. And that elasticity is very unusual.

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See this thing — a passthrough VR headset with a silly external battery pack and a display that shows ghostly images of your eyes on the front — is not the big goal. It was probably the right decision, for the same reason that the company should have never diminished its iOS maps product in favor of Android. At a high level the concept is that your browser keeps track of topics you are interested in; sites can access that list of topics to show relevant ads. Our greatest opportunities are now global — like spreading prosperity and freedom, promoting peace and understanding, lifting people out of poverty, and accelerating science. It is in this psychological process that culture has its ultimate power. Given their power over what users see Facebook could, if it chose, be the most potent political force in the world. The district judge wrote :. This is what I mean when I say the Vision Pro is to the iPad as the iPod was to the Rio: the increase in fidelity and the overall experience is so vast as to constitute a step-change in functionality. Our success with IFS will be measured by customer commitments and revenue. Two years after graduation I was in Taiwan and smitten with the recently released GarageBand, which led to my first Mac, and, not too long after, my first iPod.

If you already have a subscription, sign in. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts including free bi-weekly Stratechery Articles.

We determine «timelessness» via a number of metrics, for example, the consumption pattern of links over time. Already a subscriber? That would, however, still make some set of people unhappy, it just might be a bit more random as to which set of people it is. The current model has weaknesses. A year-and-a-half later, Microsoft realized that Windows Mobile, their current phone OS, was not competitive with the iPhone and work began on what became Windows Phone. And, by extension, the most successful politicians in an aggregated world are not those who serve the party but rather those who tell voters what they most want to hear. It has already put a less advanced version of Gemini into Bard, the chatbot it created to compete with ChatGPT, which has so far seen limited uptake. Indirectly, by using Refind and saving links from outside e. And, once again, the only way out may require a remaking of their identity. I wrote a follow-up to this Article in this Daily Update.