Bookmarks (95)

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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...

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    Antitrust Politics

    Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.

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    India, Jio, and the Four Internets

    There are four Internets: China versus the U.S., and the E.U. and India. India's potential new...

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    The TikTok War

    How TikTok exposed Facebook's blindspot, thanks to its Chinese roots, and why those Chinese roots make...

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    Exponent Podcast: India, TikTok, and the U.S.

    On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok,...

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    The Slack Social Network

    Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented...

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    Apple and Facebook

    Apple and Facebook seem like they are in conflict, but have often been each other's best...

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    The End of OS X

    OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.

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    Apple, ARM, and Intel

    ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for...

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    Never-ending Niches

    The Internet changed how media competes to focus and quality, but quality is defined by your...

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    Exponent Podcast: Speech and Systems

    On Exponent, the weekly podcast I host with James Allworth, we discuss Dust in the Light....

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    Dust in the Light

    The Internet ends gatekeepers and increases transparency, which has world-altering effects — both good and bad.

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    Platforms in an Aggregator World

    Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push...

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    Chips and Geopolitics

    TSMC showed the power of modularization, and now they are core to the U.S. national security...

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    Exponent Podcast: Open, Free, and Spotify

    On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus...

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    Dithering and Open Versus Free

    Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem...

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    The Anti-Amazon Alliance

    Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should...

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    How Tech Can Build

    Marc Andreessen has written (another) seminal essay: It's Time to Build. What does that mean for...

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    The NBA and Microsoft

    The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an...

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    Listen to Free Weekly Articles in Your Podcast Player

    While Stratechery is supported by subscriptions to the Daily Update, there has long been the option...

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    Coronavirus Clarity

    Apple and Google, who last Friday jointly | announced new capabilities for contact tracing coronavirus carriers...

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    Apple, Amazon, and Common Enemies

    It is tempting — and useful — to look at Apple and Amazon's deal in a...

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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;...

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    The 2019 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2019.

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    A Framework for Regulating Competition on the Internet

    Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

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    Portability and Interoperability

    Data portability is friendly to consumers, but it has very little to do with encouraging competition,...

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    Exponent Podcast: More Ergonomic

    On Exponent, the weekly podcast I host with James Allworth, we discuss Integration and Monopoly. Listen...

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    Integration and Monopoly

    Apple has won through integration, but integration combined with network effects and economies of scale can...

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    The Google Squeeze

    Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for...

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    Exponent Podcast: Principle Stacks

    On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen...