An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins ...
Spotify is now selling audio books, but with an analog business model that is further hampered by Apple. The limitations aren ...
Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus ...
Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
More details on yesterday’s launch, then a designer explains why Figma is different, and why Adobe has a good chance in court if it goes that far.
On the business, strategy, and impact of technology.