Bookmarks (70)

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    Exponent Podcast: Good is Better than Perfect

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

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    Unmasking Twitter

    Twitter has a new policy to listen to experts about what content to limit; what happens,...

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    Compaq and Coronavirus

    Compaq's descent from a company of action to a brand is a frightening parable for the...

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    Defining Information

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

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    Exponent Podcast: A Search for Everything

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

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    Zero Trust Information

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

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    Exponent Podcast: Scale Scale Scale

    On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor...

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    Email Addresses and Razor Blades

    The fate of Harry's and other DTC companies, particularly relative to companies like Credit Karma, highlight...

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    Exponent Podcast: Competing with Spotify and Regulating Acquisitions

    On Exponent, the weekly podcast I host with James Allworth, we discuss The Daily Update Podcast...

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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;...