Bookmarks (71)

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.

On Exponent, the weekly podcast I host with James Allworth, we discuss Unmasking Twitter. Listen to it here.

Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

Compaq's descent from a company of action to a brand is a frightening parable for the the West's focus on talk over action.

In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.

On Exponent, the weekly podcast I host with James Allworth, we discuss Zero Trust Information. Listen to it here.

Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Listen to it here.

The fate of Harry's and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

On Exponent, the weekly podcast I host with James Allworth, we discuss The Daily Update Podcast and First, Do No Harm. Listen to it here.

Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.

As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

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

The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

On Exponent, the weekly podcast I host with James Allworth, we discuss The End of the Beginning. Listen to it here.

The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.