Ben Thompson

4 days ago | stratechery.com | Ben Thompson

Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

5 days ago | stratechery.com | Ben Thompson

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

1 week ago | stratechery.com | Ben Thompson

Welcome back to This Week in Stratechery!As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings. On that note, here were a few of our favorites this week. A Human-Agent Epiphany.

1 week ago | stratechery.com | Ben Thompson

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

1 week ago | stratechery.com | Ben Thompson

The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality. Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / yearWith Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.