The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0. | Continue reading
Twitter and Facebook face the gravest Trump crisis yet, and this time, I think it is time to act. | Continue reading
The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed. | Continue reading
The most popular and most important posts on Stratechery in 2020. | Continue reading
Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising. | Continue reading
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market. | Continue reading
Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole. | Continue reading
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition. | Continue reading
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business. | Continue reading
Mapping the technology adoption curve to ideas gives insights in which business models work on which parts of the addressable market. | Continue reading
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode. | Continue reading
Apple is about the integration of hardware and software, but the balance between the two has shifted over time. | Continue reading
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers. | Continue reading
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers. | Continue reading
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action. | Continue reading
Twitter went to far last week for reasons that go back to 2016 and the unfair blaming of tech for media’s mistakes. | Continue reading
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators. | Continue reading
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details. | Continue reading
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details. | Continue reading
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of Zenimax. | Continue reading
The TikTok deal appears to be the worst of all possible outcomes. | Continue reading
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams. | Continue reading
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support? | Continue reading
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support? | Continue reading
Australia’s new media code forcing Google and Facebook to pay incumbent media companies is wrapped in dishonesty about the reality of the Internet. | Continue reading
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers. | Continue reading
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook. | Continue reading
Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO. | Continue reading
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio. | Continue reading
How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern. | Continue reading
On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here. | Continue reading
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match. | Continue reading
India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infras… | Continue reading
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners. | Continue reading
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0. | Continue reading
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel. | Continue reading
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel. | Continue reading
The Internet changed how media competes to focus and quality, but quality is defined by your niche. | Continue reading
On Exponent, the weekly podcast I host with James Allworth, we discuss Dust in the Light. Listen to it here. | Continue reading
The Internet ends gatekeepers and increases transparency, which has world-altering effects — both good and bad. | Continue reading
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world. | Continue reading
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy. | Continue reading
On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus Free. Listen to it here. | Continue reading
Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech. | Continue reading
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate. | Continue reading
Slack has announced the Slack Platform. It’s an obvious move, but it’s the obviousness that indicates what a huge opportunity it is | Continue reading
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same. | Continue reading
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital? | Continue reading