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  1. Sep 24, 2024 · The offense of monopolization requires proof of two elements: “ (1) the possession of monopoly power in the relevant market and (2) the willful acquisition or maintenance of that power as distinguished from growth or development as a consequence of a superior product, business acumen, or historic accident.”.

  2. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I’ve worked previously at Apple (interned), Microsoft, and Automattic, where I focused on strategy, developer relations, and marketing for Apple University, Windows, and WordPress.com.

  3. Aug 6, 2024 · Enterprise Philosophy and The First Wave of AI. Tuesday, September 24, 2024. The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.

  4. Nov 20, 2023 · Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of that perpetual license, or Microsoft’s directly because said employees joined Altman’s team. OpenAI’s trump card is ChatGPT, which is ...

  5. Nov 1, 2023 · Attenuating Innovation (AI) Wednesday, November 1, 2023. This Article is available as a video essay on YouTube. In 2019, a very animated Bill Gates explained to Andrew Ross Sorkin why Microsoft lost mobile: This video is private. Unknown. There’s no doubt that the antitrust lawsuit was bad for Microsoft. We would have been more focused on ...

  6. Ben Thompson writes, speaks, and consults about Aggregation Theory and how it is affecting your business. Articles. Weekly Articles are freely available and are the foundation of the subscription-only Daily Update, consulting, and speaking engagements. Aggregation Theory

  7. Jun 1, 2021 · Greatest Of All Talk is a twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its ...

  8. Jan 9, 2023 · AI and the Big Five. Monday, January 9, 2023. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. It seems clear to me that this is a new epoch in technology.

  9. Jul 22, 2024 · Crashes and Competition. Monday, July 22, 2024. This Article is available as a video essay on YouTube. I’ve long maintained that if the powers-that-be understood what the Internet’s impact would be, they would have never allowed it to be created. It’s hard to accuse said shadowy figures of negligence, however, given how clueless ...

  10. Mar 13, 2020 · Exponent Podcast: Open, Free, and Spotify. Friday, May 15, 2020. On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus Free. Listen to it here.

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