Bookmarks (141)

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    Facebook Political Problems

    Facebook's political problems stem directly from its size and drive for growth; they are societal issues,...

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    Cloudflare’s Disruption

    Cloudflare's new storage offering is potentially disruptive both economically and strategically.

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    The Apple v. Epic Decision

    Understanding Apple's victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.

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    Tech Epochs and the App Store Trap

    Centralized control is useful at the beginning of an economy, but limits innovation in the long...

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    Regulators and Reality

    The FTC's new Facebook case isn't any better than the old one, even as there are...

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    Apple’s Mistake

    While it's possible to understand Apple's motivations behind its decision to enable on-device scanning, the company...

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    Metaverses

    The Metaverse of Snow Crash is not a good analogy for the future, as the Internet...

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    Instagram’s Evolution

    Instagram's shift away from being a photo-sharing app is very much inline with the service's continuous...

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    The Lightness of Windows

    The Windows 11 announcement was fun and interesting, but there is a reason that Windows is...

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    Pandemic Progress

    Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but...

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    The Cicilline Salvo

    A package of new proposed laws for regulating tech companies are in part a negotiating ploy,...

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    Integrated Apple and App Store Risk

    WWDC highlighted how Apple's differentiation is based on integration; the company ought not risk that differentiation...

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    Passport

    Seven years ago, when I initially launched the paid Daily Update, there weren’t really any tools...

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    Break: June 1–2, 2021

    Stratechery is on break June 1–2, 2021.

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    App Store Arguments

    There are all kinds of arguments to make about the App Store, and nearly all of...

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    Distribution and Demand

    Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn't understand...

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    Cloudflare on the Edge

    Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics...

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    Market-Making on the Internet

    More and more opportunities on the web come from market marking, not for advertisers, but for...

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    Spotify’s Surprise

    Spotify's new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.

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    Podcast Subscriptions vs. the App Store

    Apple's new Podcast Subscription service is what the App Store should be: a great Apple experience...

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    Non-Fungible Taylor Swift

    In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor...

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    Sovereign Writers and Substack

    There has been a bit of controversy around Substack over the last week; I’m not going...

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    Moderation in Infrastructure

    Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.

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    The Roblox Microverse

    Roblox is something new and interesting that abstracts away the platforms underneath it.

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    The Web’s Missing Interoperability

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

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    Clubhouse’s Inevitability

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

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    Mistakes and Memes

    Information on the Internet is conveyed by memes, which can be anything and everything. The real...

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    The Relentless Jeff Bezos

    Jeff Bezos is retiring, and will go down as one of the great CEO's in tech...

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    Publishing is Back to the Future

    Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York...

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    Intel Problems

    Intel is in much more danger than its profits suggest; the problems are a long time...

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    Internet 3.0 and the Beginning of (Tech) History

    The actions taken by Big Tech have a resonance that goes beyond the context of domestic...

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    Trump and Twitter

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

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    New Defaults

    The pandemic and vaccine rollout have highlighted where the West has lost its way; we need...

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    The 2020 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2020.

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    Social Networking 2.0

    Facebook and Twitter represent the v1 of Social Networking; it's a bad copy of the analog...

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    Privacy Labels and Lookalike Audiences

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

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    Stripe: Platform of Platforms

    Stripe's announcement of Treasury — banking-as-a-service — manifests the breadth of the company's ambition.

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    Five Lessons From Dave Chappelle

    Dave Chappelle has a new special about his old show that includes fundamental lessons about how...

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    The Idea Adoption Curve

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

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    Playing on Hard Mode

    Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups...

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    Apple’s Shifting Differentiation

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

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    Is the Internet Different?

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

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    United States v. Google

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

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    Twitter, Responsibility, and Accountability

    Twitter went to far last week for reasons that go back to 2016 and the unfair...

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    Disney and Integrators Versus Aggregators

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

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    Anti-monopoly vs. Antitrust

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

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    2020 Bundles

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

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    Nvidia’s Integration Dreams

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

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    Rethinking the App Store

    Assume that Apple is going to win versus Epic: what is a reasonable approach to the...

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    Apple, Epic, and the App Store

    The App Store is not one thing: it is installation, payments, and customer management; the further...