Platform strategy
Studies distribution, business models, and competitive positioning across the large technology platforms and their surrounding ecosystems.
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Perimeter Reading / Technology
Stratechery
Ben Thompson
Ben Thompson analyzes the business models and competitive strategies of technology and media companies, explaining how their choices reshape markets and society.
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The publication
What to expect.
Stratechery turns developments in technology and media into arguments about strategy. Ben Thompson examines how distribution, customer relationships, business models, and competitive structure influence what companies can do next. Free articles provide a way into the approach, while subscriber updates follow developments more closely. Recent archive topics include AI infrastructure, platform economics, and the tradeoffs facing major technology companies. The publication is particularly useful when you want a consistent analytical framework to revisit across different companies and news cycles.
Who it’s for
Technology executives, investors, and operators who want to understand why particular business models win and how strategic choices change the balance of power.
Inside the reading
Its areas of focus.
AI economics
Analyzes how AI products, compute infrastructure, and changing costs affect the opportunities available to incumbents and startups.
Technology and media
Explains how changes in technology alter media businesses, customer relationships, and the institutions that depend on them.
The Desk’s reading note
Make the read useful.
Start with a free article about a familiar company, then compare the framework with a second company in its market.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
From the original source
Recent public headlines.
Gathering the latest public headlines…
Public headlines link to their publishers. Full articles and paid editions stay at the source. Feeds refresh when visited, at most every 10 minutes.
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