Stratechery
by Ben Thompson
The business of technology, explained by the person everyone in tech quietly reads.
Ben Thompson's analysis of the strategy and business side of technology and media, and how tech is reshaping society. A free weekly article, with daily updates and interviews for subscribers.
Sample issue headlines
Illustrative- 01Why distribution still beats models
- 02The bundle strikes back, again
- 03What the App Store fight is really about
How it reads in your digest
Stratechery
Example AI summaryWhy distribution still beats models
Ben Thompson argues that owning the customer relationship matters more than owning the best model. Companies with daily active users can bolt on AI and win, while model makers without distribution are left renting access to their own customers.
Why it matters: It reframes the AI race as a distribution race, which changes who you should expect to win.
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