The Daily Update Podcast
Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you...
First, Do No Harm
As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current...
Facebook’s Platform Opportunity
Facebook is under pressure from all sides, but that actually means it has an opportunity to...
Exponent Podcast: It’s Been a Week
On Exponent, the weekly podcast I host with James Allworth, we eulogize Professor Clayton M. Christensen....
The Tragic iPad
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment....
Exponent Podcast: The Water We Swim In
On Exponent, the weekly podcast I host with James Allworth, we discuss The End of the...
Visa, Plaid, Networks, and Jobs
The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa...
The End of the Beginning
The beginning of technology was about the shift from batched computing in one place to continuous...
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;...
The 2019 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2019.
A Framework for Regulating Competition on the Internet
Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
Portability and Interoperability
Data portability is friendly to consumers, but it has very little to do with encouraging competition,...
Exponent Podcast: More Ergonomic
On Exponent, the weekly podcast I host with James Allworth, we discuss Integration and Monopoly. Listen...
Integration and Monopoly
Apple has won through integration, but integration combined with network effects and economies of scale can...
The Google Squeeze
Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for...
Exponent Podcast: Principle Stacks
On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen...
Tech and Liberty
The First Amendment is not about a law, but rather a culture — specifically a culture...
Exponent: The Second Estate Era
On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the...