Day Two to One Day
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search....
The iPhone and Apple’s Services Strategy
Apple's annual iPhone event may have marked Apple's true shift into being a Services company
What Is a Tech Company?
The question of "What is a tech company" comes down to how much software and its...
Privacy Fundamentalism
The current privacy debate is making things worse by not considering trade-offs, the inherent nature of...
The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited...
Summer Break: Week of August 12
Stratechery is on break the week of August 12. There will be no Weekly Article or...
A Framework for Moderation
The question of what should be moderated, and when, is an increasingly frequent one in tech....
Shopify and the Power of Platforms
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do...
Facebook, Libra, and the Long Game
Libra is less about an immediate benefit to Facebook, and more about creating a world where...
Vacation Break: Week of June 17
Stratechery is on vacation the week of June 17. There will be no Weekly Article or...
Exponent Podcast: Game of Phones
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Audacity. Listen to...
Tech and Antitrust
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only...
Apple’s Audacity
This year's WWDC presented an Apple that was finally ready to move past the iPhone.
Exponent Podcast: An Intra-west Debate
On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values....
Exponent Podcast: A Perfect Meal
On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and...
Google Fights Back
At Google I/O, Google was the opposite of defensive: the company set out to make the...
Microsoft, Slack, Zoom, and the SaaS Opportunity
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way...