Bookmarks (61)

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    The Daily Update Podcast

    Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you...

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    First, Do No Harm

    As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current...

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    Facebook’s Platform Opportunity

    Facebook is under pressure from all sides, but that actually means it has an opportunity to...

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    Exponent Podcast: It’s Been a Week

    On Exponent, the weekly podcast I host with James Allworth, we eulogize Professor Clayton M. Christensen....

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    The Tragic iPad

    The iPad is 10, and while it remains a useful device, it is ultimately a disappointment....

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    Exponent Podcast: The Water We Swim In

    On Exponent, the weekly podcast I host with James Allworth, we discuss The End of the...

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    Visa, Plaid, Networks, and Jobs

    The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa...

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    The End of the Beginning

    The beginning of technology was about the shift from batched computing in one place to continuous...

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    Christmas and New Year’s Break: Weeks of December 23rd and December 30th

    Stratechery is on Christmas and New Year’s break the week of December 23rd and December 30th;...

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    The 2019 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2019.

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    A Framework for Regulating Competition on the Internet

    Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

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    Portability and Interoperability

    Data portability is friendly to consumers, but it has very little to do with encouraging competition,...

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    Exponent Podcast: More Ergonomic

    On Exponent, the weekly podcast I host with James Allworth, we discuss Integration and Monopoly. Listen...

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    Integration and Monopoly

    Apple has won through integration, but integration combined with network effects and economies of scale can...

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    The Google Squeeze

    Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for...

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    Exponent Podcast: Principle Stacks

    On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen...

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    Tech and Liberty

    The First Amendment is not about a law, but rather a culture — specifically a culture...

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    Exponent: The Second Estate Era

    On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the...