Bookmarks (120)

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...

Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.

Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.

Information on the Internet is conveyed by memes, which can be anything and everything. The real world impacts are only now being understood.

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.

Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.

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.

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.

Twitter and Facebook face the gravest Trump crisis yet, and this time, I think it is time to act.

The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.

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.

Apple's position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.

Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.

Mapping the technology adoption curve to ideas gives insights in which business models work on which parts of the addressable market.

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on "hard" mode.

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.

The Justice Department's lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.

Twitter went to far last week for reasons that go back to 2016 and the unfair blaming of tech for media's mistakes.

Disney's reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.

What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft's purchase of Zenimax.

Nvidia's acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang's datacenter dreams.

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?

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.

There are four Internets: China versus the U.S., and the E.U. and India. India's potential new model rests on Jio.

How TikTok exposed Facebook's blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.

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.

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can't match.

Apple and Facebook seem like they are in conflict, but have often been each other's best partners.

ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

On Exponent, the weekly podcast I host with James Allworth, we discuss Dust in the Light. Listen to it here.

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus Free. Listen to it here.

Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

Marc Andreessen has written (another) seminal essay: It's Time to Build. What does that mean for tech and venture capital?

The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

While Stratechery is supported by subscriptions to the Daily Update, there has long been the option to receive free Weekly Articles via email. In a similar vein, I am happy to announce that the Daily Update Podcast has now been expanded to Stratechery Podcasts: you can receive just the free Weekly Article in your podcast […]

Apple and Google, who last Friday jointly | announced new capabilities for contact tracing coronavirus carriers at scale, released a new statement yesterday clarifying that no government would tell them what to do. Or, to put it in the gentler terms conveighed by CNBC: Apple and Google, normally arch-rivals, announced on Friday that they teamed […]

It is tempting — and useful — to look at Apple and Amazon's deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.