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ben thompson

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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