Stratechery, Llc

Either the consumer benefits or distribution aggregators will demand a higher fee transaction.

There's an interesting stat from the Stratechery post about Amazon.

The net income for...

Amazon e-commerce was like 36 billion and the ad revenue was exactly twice that so the business is unprofitable without advertising they put advertising everywhere So it's like a very interesting dynamic where you can see the motivation.

Number one, just about this future with assistance.

But then number two, The amount of software to be made is so astronomically large.

Stratechery as a whole, and we have Passport, the software behind Stratechery, and then there's Sharp Media, and so we have editors.

Even my assistant, he just keeps spinning up random little apps online.

Matt Levine on Bloomberg is really good.

Stratechery is really good from Ben Thompson.

Noelle, butcher her last name, Etchen, she does crypto as macro, is very good.

These have all been useful in providing more context about the wider financial system, the wider blockchain ecosystem, which has been very good to just be able to take a step back.

We offer standalone subscriptions.

You can also subscribe through Stratechery, which is a bundled subscription.

You get access to more podcasts from me, Andrew Sharp.

and daily writing from Ben Thompson.

I forget how Ben... at some point had their slide deck.

Stratechery as a

service, I think is what they...

Yeah,

Stratechery as a service.

That's it.

That was their slide deck.

We offer standalone subscriptions.

You can also subscribe through Stratechery, which is a bundled subscription.

You get access to more podcasts from me, Andrew Sharp, and daily writing from Ben Thompson.

Or if you just want the goat, we have the standalone subscription right there for you.

We offer standalone subscriptions.

You can also subscribe through Stratechery, which is a bundled subscription.

You get access to more podcasts from me, Andrew Sharp.

and daily writing from Ben Thompson.

[laughs]

We'll go over that in a moment while we're crying, but this guy, uh, Ben Thompson from Stratechery...

Stratechery? Um, he was on the Patrick O'Shaughnessy podcast.

So-

[coughs]

We offer standalone subscriptions.

You can also subscribe through Stratechery, which is a bundled subscription.

You get access to more podcasts from me, Andrew Sharp, and daily writing from Ben Thompson.

Or if you just want the GOAT, we have the standalone subscription right there for you.

Uh, people can hear you on The GOAT.

People can hear you a- all across Stratechery-

The Stratechery universe

... with your shows.

Sharp Tech.