Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated. | Continue reading
SnapChat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial. | Continue reading
An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for ev… | Continue reading
An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for ev… | Continue reading
Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic. | Continue reading
Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off. | Continue reading
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted. | Continue reading
It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimat… | Continue reading
Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners. | Continue reading
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store. | Continue reading
On the business, strategy, and impact of technology. | Continue reading
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust. | Continue reading
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect. | Continue reading
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators. | Continue reading
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing. | Continue reading