Bookmarks (105) clear filters

stratechery.com ×

Non-Fungible Taylor Swift

stratechery.com
2
Intel Unleashed, Gelsinger on Intel, IDM 2.0

stratechery.com

Good morning, Three notes about today’s update: First, the Intel keynote I’m going to write about,...
Good morning, Three notes about today’s update: First, the Intel keynote I’m going to write about, along with the analyst Q&A session that followed, has the potential to go down as one of the single best keynotes I’ve covered in my career. If you want to abandon this newsletter and watch it now I won’t blame you. Se...
1
Sovereign Writers and Substack

stratechery.com

There has been a bit of controversy around Substack over the last week; I’m not going...
There has been a bit of controversy around Substack over the last week; I’m not going to get into the specifics of various accusations made about various individuals, or their responses; I do though, think that there are a few fundamental issues about the Substack model specifically, and the shift to sovereign write...
2
Moderation in Infrastructure

stratechery.com

It was Patrick Collison, Stripe’s CEO, who pointed out to me that one of the animating...
It was Patrick Collison, Stripe’s CEO, who pointed out to me that one of the animating principles of early 20th-century Progressivism was guaranteeing freedom of expression from corporations: If you go back to 1900, part of the fear of the Progressive Era was that privately owned infrastructure wouldn’t be sufficien...
2
The Roblox Microverse

stratechery.com

The degree to which Stratechery Weekly Articles are pre-planned varies; Eddy on Twitter, though, had this...
The degree to which Stratechery Weekly Articles are pre-planned varies; Eddy on Twitter, though, had this article pegged: yeah or Roblox — Ben Thompson (@benthompson) February 17, 2021 Tomorrow, after a number of delays, including switching from an IPO to a Direct Listing, is finally the day that Roblox goes public;...
2
The Web’s Missing Interoperability

stratechery.com

It was 2004, and Tim O’Reilly needed a name for his new conference, and so “Web...
It was 2004, and Tim O’Reilly needed a name for his new conference, and so “Web 2.0” was hatched in a brainstorming session devoted to finding a name. A year later O’Reilly would flesh the concept out with his definitive 2005 post What is Web 2.0, but given the fact so many Web 2.0 applications were about creating p...
2
Clubhouse’s Inevitability

stratechery.com

To what extent are new companies, particularly those in new spaces, pushed versus pulled into existence?...
To what extent are new companies, particularly those in new spaces, pushed versus pulled into existence? Last week I wrote about how Tesla is a Meme Company: It turned out, though, that TSLA was itself a meme, one about a car company, but also sustainability, and most of all, about Elon Musk himself. Issuing more st...
2
Mistakes and Memes

stratechery.com

Paul Krugman, back in 1998, was pretty sure he had this Internet thing figured out: The...
Paul Krugman, back in 1998, was pretty sure he had this Internet thing figured out: The growth of the Internet will slow drastically, as the flaw in “Metcalfe’s law” — which states that the number of potential connections in a network is proportional to the square of the number of participants — becomes apparent: mo...
2
The Relentless Jeff Bezos

stratechery.com

It’s the refunds that blow my mind. You may be surprised to know that, despite the...
It’s the refunds that blow my mind. You may be surprised to know that, despite the fact I live in Taiwan, I have an Amazon Prime account. It turns out that Amazon ships to Taiwan, which is particularly useful if you need something rather obscure and you’re not quite sure where to buy it locally: Amazon doesn’t simpl...
2
Publishing Is Back to the Future

stratechery.com

Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the...
Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the future. If Software really is Eating the World, there needs to be a place that is dedicated to explaining and tracking it. So we are doing just that: we are building a new and separate media property about the future th...
2
Publishing Is Back to the Future

stratechery.com

Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the...
Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the future. If Software really is Eating the World, there needs to be a place that is dedicated to explaining and tracking it. So we are doing just that: we are building a new and separate media property about the future th...
1
Intel Problems

stratechery.com

One of the first Articles on Stratechery, written on the occasion of Intel appointing a new...
One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Just look at the title: The misplaced optimism it twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to replace the one...
2
Aggregation Theory (2015)

stratechery.com

The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution...
The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship Netflix and the Conservation of At...
1
Internet 3.0 and the Beginning of (Tech) History

stratechery.com

Francis Fukuyama’s The End of History and the Last Man is, particularly relative to its prescience,...
Francis Fukuyama’s The End of History and the Last Man is, particularly relative to its prescience, one of the most misunderstood books of all time. Aris Roussinos explained at UnHerd: Now that history has returned with the vengeance of the long-dismissed, few analyses of our present moment are complete without a ri...
2
New Defaults

stratechery.com

One of the most well-known papers in behavioral economics is The Power of Suggestion: Inertia in...
One of the most well-known papers in behavioral economics is The Power of Suggestion: Inertia in 401(k) Participation and Savings Behavior by Brigitte C. Madrian and Dennis F. Shea. From the introduction: In this paper we analyze the 401(k) savings behavior of employees in a large U. S. corporation before and after ...
2
Stratechery Year in Review

stratechery.com

From the beginning of Stratechery I have posited that writing about tech is a way to...
From the beginning of Stratechery I have posited that writing about tech is a way to write about everything, given the way in which the Internet is affecting every part of society. The pandemic of 2020 has put this thesis on steroids: the lasting impact of COVID will be not entirely new ways of living, but rather th...
2
Social Networking 2.0

stratechery.com

It’s a rather motley crew. One is a nurse, another a lawyer, a third an investment...
It’s a rather motley crew. One is a nurse, another a lawyer, a third an investment adviser. There are three programmers, a soldier, and a data scientist. An entrepreneur, a consultant, and, I just found out today, a nuclear engineer. The ring leaders are a hotel clerk and a person we have known for years, yet no one...
2
Privacy Labels and Lookalike Audiences

stratechery.com

In 1990, Congress passed the Nutrition Labeling and Education Act, which required nutrition labels for nearly...
In 1990, Congress passed the Nutrition Labeling and Education Act, which required nutrition labels for nearly all packaged food products; the label includes a standard serving measurement, calories per serving, and the “% Daily Value” for nutrients like fat, cholesterol, sodium, carbohydrates, protein, and a number ...
2

Bookmarks (105) clear filters

Domains