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ben thompson

[FREE] An Interview with Mark Zuckerberg about the Metaverse

This interview was conducted on Tuesday, two days before the Facebook Connect keynote where Zuckerberg unveiled his vision for the metaverse, and announced his company’s new name: Meta.

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United States v. Google

So it finally happened: the U.S. Department of Justice has filed a lawsuit against Google, alleging anticompetitive behavior under Section 2 of the Sherman Antitrust Act. And, as far as I can tell, everyone is disappointed in the DOJ’s case; Nilay Patel’s tweets were representative:

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Dithering and Open Versus Free

Dithering costs $5/month or $50/year. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle.1

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Microsoft, Slack, Zoom, and the SaaS Opportunity

It is difficult to discuss enterprise software without at least mentioning Microsoft, and there is no better time than now: last week the company (briefly) became the third U.S.

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Uber Questions

Over the course of Uber’s remarkable rise — very significant stumbles along the way notwithstanding — it has been more prudent to defend the company’s valuation than to question it.

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Exponent Podcast: YouTube and the End of Friction

On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here.

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Lyft’s Biggest IPO Winners

If Lyft completes its initial public offering on Friday, as is expected, it will cap a 12-year journey for the ride-hailing firm’s founders and investors, some of whom had more conviction than others about its ability to survive. Now, those who remained steadfast are about to be rewarded.

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Apple’s Social Network

While the saying goes that “No news is good news,” in the case of Apple it turns out that “News about no news is bad news.” From Bloomberg: Apple Inc. shares had their worst day since 2014 amid concerns that growth in its powerhouse product, the iPhone, is slowing.

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