Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants. | Continue reading
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions? | Continue reading
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future. | Continue reading
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity | Continue reading
An Interview with Mark Zuckerberg about the Metaverse | Continue reading
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control. | Continue reading
Sequoia’s transformation of its venture capital is actually a shift from financial capital to productive capital | Continue reading
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next? | Continue reading
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones. | Continue reading
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones. | Continue reading
Cloudflare’s new storage offering is potentially disruptive both economically and strategically. | Continue reading
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions. | Continue reading
Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store. | Continue reading
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference | Continue reading
While it’s possible to understand Apple’s motivations behind its decision to enable on-device scanning, the company had a better way to satisfy its societal obligations while preserving… | Continue reading
The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson’s dystopia | Continue reading
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution. | Continue reading
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business. | Continue reading
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified. | Continue reading
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change. | Continue reading
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies. | Continue reading
Announcing Passport, the new infrastructure supporting Stratechery. | Continue reading
Stratechery is on break June 1–2, 2021. | Continue reading
There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that’s why the best solution can only come from Apple. | Continue reading
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction. | Continue reading
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics. | Continue reading
It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis. | Continue reading
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money. | Continue reading
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways. | Continue reading
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers. | Continue reading
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art. | Continue reading
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. | Continue reading
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control. | Continue reading
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control. | Continue reading
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process. | Continue reading
Roblox is something new and interesting that abstracts away the platforms underneath it. | Continue reading
Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite. | Continue reading
More and more companies are announcing new products based on human curation, even as the most important content players — Google and Facebook — rely on algorithms. When does curation make sense, an… | Continue reading
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video. | Continue reading
Information on the Internet is conveyed by memes, which can be anything and everything. The real world impacts are only now being understood. | Continue reading
A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook. | Continue reading
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect. | Continue reading
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect. | Continue reading
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz. | Continue reading
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz. | Continue reading
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vis… | Continue reading
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company. | Continue reading
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory. | Continue reading