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GeezerVison is showing stratechery.com — Yahoo – Stratechery by Ben Thompson

Companies

Yahoo

  • The Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe

    Thursday, October 18, 2018

    Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.


  • Sports Gambling Defederalized, Amazon Channels

    Monday, May 21, 2018

    Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.


  • Atlassian Buys Trello, Yahoo => Altaba

    Tuesday, January 10, 2017

    Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.


  • WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging

    Monday, June 13, 2016

    Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging


  • Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI

    Tuesday, March 1, 2016

    Tumblr’s failure is so profound that the reasons why deserve a deeper exploration. And, might said lessons apply to Snapchat? Plus important developments in Apple versus the FBI.


  • Bill Simmons to Launch ‘The Ringer’; More Media Notes on Yahoo, BuzzFeed, Vox

    Monday, February 22, 2016

    Bill Simmons’ new site looks to take an integrated approach to money-making. Plus, strategies for content creators with examples from Yahoo, BuzzFeed, and Vox


  • The Reality of Missing Out

    Tuesday, February 9, 2016

    Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.


  • Tesla and Beyond Disruption, As Yahoo Turns

    Thursday, December 3, 2015

    A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?


  • YouTube Red, Yahoo Stumbles

    Thursday, October 22, 2015

    YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.


  • Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game

    Tuesday, July 14, 2015

    My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.


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Updates

  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
  • The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

    Tuesday, November 10, 2026
  • Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

    Monday, November 9, 2026
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Stratechery Plus

Podcasts

  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum
  • The Jensen Huang Affair

    Dithering | Nov 10
    The Jensen Huang Affair
  • The MacBook Pro (with touch)

    Dithering | Nov 6
    The MacBook Pro (with touch)

Stratechery Plus

Interviews

  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
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Sharp Text

Articles

  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 2026
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More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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All Articles

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