{"id":45985,"date":"2025-08-05T17:04:11","date_gmt":"2025-08-05T17:04:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/45985\/"},"modified":"2025-08-05T17:04:11","modified_gmt":"2025-08-05T17:04:11","slug":"does-vr-matter-modular-products-and-defining-new-markets-tiktok-acquirers-stratechery-by-ben-thompson","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/45985\/","title":{"rendered":"Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers \u2013 Stratechery by Ben Thompson"},"content":{"rendered":"<p style=\"display: inline;\">First, the theoretical case for why Meta\u2019s approach to VR is more likely to succeed, then, which companies should acquire TikTok\n<\/p>\n<p class=\"has-text-align-center\">Subscribe to Stratechery Plus for full access.<\/p>\n<p class=\"has-text-align-center\">$15 \/ month or $150 \/ year<\/p>\n<p>With Stratechery Plus you get access to the subscriber-only <a href=\"https:\/\/stratechery.com\/category\/daily-email\/\" rel=\"nofollow noopener\" target=\"_blank\">Stratechery Update<\/a> and <a href=\"https:\/\/stratechery.com\/topic\/events\/interview\/\" rel=\"nofollow noopener\" target=\"_blank\">Stratechery Interviews<\/a>, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" height=\"300\" width=\"300\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/stratechery-update-marketing.png\" alt=\"The Stratechery Update\"\/><\/p>\n<p class=\"is-style-default\" style=\"margin-top:-5px\">Stratechery Update<br \/>Substantial analysis of the news of the day delivered via three weekly emails or podcasts.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" height=\"300\" width=\"300\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/stratechery-interviews-marketing.png\" alt=\"Stratechery Interviews\"\/><\/p>\n<p style=\"margin-top:-5px\">Stratechery Interviews<br \/>Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" height=\"300\" width=\"300\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/dithering-marketing.png\" alt=\"Dithering\"\/><\/p>\n<p style=\"margin-top:-5px\">Dithering<br \/>A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" height=\"300\" width=\"300\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/sharptech-marketing-2.png\" alt=\"Sharp Tech with Ben Thompson\"\/><\/p>\n<p style=\"margin-top:-5px\">Sharp Tech<br \/>Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" height=\"300\" width=\"300\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/Sharp-China-Yellow.png\" alt=\"Sharp China with Sinocism's Bill Bishop\"\/><\/p>\n<p style=\"margin-top:-5px\">Sharp China<br \/>A weekly podcast from Andrew Sharp and Sinocism\u2019s Bill Bishop about understanding China and how China impacts the world.<\/p>\n<p><img loading=\"lazy\" data-recalc-dims=\"1\" decoding=\"async\" width=\"1500\" height=\"1500\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/goat-podcast-cover-crop.png\" alt=\"The Greatest Of All Talk\" class=\"wp-image-10306\" style=\"border-style:none;border-width:0px;object-fit:cover\"  \/><\/p>\n<p style=\"margin-top:-5px\">Greatest Of All Talk<br \/>A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks.<\/p>\n<p><a href=\"https:\/\/www.youtube.com\/@Asianometry\" rel=\"nofollow noopener\" target=\"_blank\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/08\/asianometry-1-1.png\" alt=\"\" class=\"wp-image-14274\"  \/><\/a><\/p>\n<p>Stratechery Updates are also available via SMS, RSS, or on this site. Please see the <a href=\"https:\/\/stratechery.com\/daily-update\/daily-update-schedule\/\" rel=\"nofollow noopener\" target=\"_blank\">Stratechery Update Schedule<\/a> for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly\/annually (but can be <a href=\"https:\/\/stratechery.passport.online\/member\/account\/subs\" rel=\"nofollow noopener\" target=\"_blank\">cancelled<\/a> at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form <a href=\"https:\/\/stratechery.com\/daily-update\/group\/\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p>Frequently-Asked Questions<\/p>\n<p>How do I subscribe to the Stratechery Podcast?<\/p>\n<p>Once you are subscribed, please visit your <a href=\"https:\/\/stratechery.passport.online\/member\/\" rel=\"nofollow noopener\" target=\"_blank\">Delivery Preferences<\/a> where you will find easy-to-follow instructions for adding Stratechery Podcasts to your favorite podcast player.<\/p>\n<p>Can I read Stratechery via RSS?<\/p>\n<p>Yes! <a href=\"https:\/\/stratechery.com\/podcasts\/\" rel=\"nofollow noopener\" target=\"_blank\">Create a Stratechery Passport account<\/a>, go to Delivery Preferences, and add your personalized RSS feed. Free accounts will have access to Weekly Articles, while subscribers will have access to the Daily Update as well.<\/p>\n<p>Can I share a Stratechery Update subscription with a friend?<\/p>\n<p>No, the Stratechery Update and Stratechery Podcast are intended for one subscriber only. Sharing emails, using shared inboxes, or sharing RSS feeds is a violation of Stratechery\u2019s <a href=\"https:\/\/stratechery.com\/terms-of-service\/\" rel=\"nofollow noopener\" target=\"_blank\">Terms of Service<\/a>, and your account may be suspended or your RSS feed reset. Of course occasional forwarding of the Stratechery Update to interested friends or colleagues is totally fine.<\/p>\n<p>Can I buy a subscription for my team?<\/p>\n<p>Yes! You can <a href=\"https:\/\/stratechery.passport.online\/member\/team\/4ycW4SE71Cy6ryrijywbTG\" rel=\"nofollow noopener\" target=\"_blank\">purchase a team subscription here<\/a>. <\/p>\n<p>Can I switch to an annual plan?<\/p>\n<p>Yes! Just go to <a href=\"https:\/\/stratechery.passport.online\/member\" rel=\"nofollow noopener\" target=\"_blank\">your account page<\/a>, choose the \u2018Subscriptions\u2019 tab, and click the Annual upgrade button. You will be charged immediately, with a prorated discount applied for the remainder of your current monthly plan.<\/p>\n<p>Do you offer a student discount?<\/p>\n<p>Stratechery is purposely kept at a low price \u2014 thousands of dollars less than other analyst reports or newsletters \u2014 to ensure it is accessible to everyone, including students.<\/p>\n<p>Can you create a custom invoice that meets my government\/company requirements?<\/p>\n<p>I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription and <a href=\"https:\/\/stratechery.com\/2024\/does-vr-matter-modular-products-and-defining-new-markets-tiktok-acquirers\/mailto:blog@stratechery.com\" rel=\"nofollow noopener\" target=\"_blank\">contact Stratechery<\/a>.<\/p>\n<p>June 1, 2021 Update: We are hoping to add native support for custom invoices to <a href=\"http:\/\/stratechery.com\/2021\/passport\" rel=\"nofollow noopener\" target=\"_blank\">Passport<\/a>; you can subscribe to <a href=\"https:\/\/stratechery.passport.online\/member\/plan\/DVyjHmbLQQtRZKE8scgZBh\" rel=\"nofollow noopener\" target=\"_blank\">Passport Updates<\/a> to be notified when it is available.<\/p>\n<p>Can I give a subscription as a gift?<\/p>\n<p>Yes! To send a gift <a href=\"https:\/\/stratechery.passport.online\/member\/gift\" rel=\"nofollow noopener\" target=\"_blank\">visit the gifts page<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"First, the theoretical case for why Meta\u2019s approach to VR is more likely to succeed, then, which companies&hellip;\n","protected":false},"author":2,"featured_media":45986,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[84,467,56,54,55],"class_list":{"0":"post-45985","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets","8":"tag-business","9":"tag-markets","10":"tag-uk","11":"tag-united-kingdom","12":"tag-unitedkingdom"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/45985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=45985"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/45985\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/45986"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=45985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=45985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=45985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}