Sharp Tech with Ben ThompsonAll episodes
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley History
What’s gone wrong for Nike and why a deal with Amazon is likely the best way forward, the history of the U.S. military and Silicon Valley, and rationale for both sides of the Meta-Anduril partnership. At the end: Some corrections on Ukraine’s drone attack and more thoughts on the future of high-trust trade.
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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon — Stratechery Update
Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations — Stratechery Update
An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview
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