The Internet and the Third Estate
Mark Zuckerberg suggested that social media is a "Fifth Estate"; in fact, social media is a...
Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed,...
Exponent: The Abyss Stares Back
On Exponent, the weekly podcast I host with James Allworth, we discuss The China Cultural Clash....
The China Cultural Clash
The NBA controversy in China highlights a culture clash that both tech companies and the U.S....
Exponent Podcast: Distracted at Facebook
On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook from multiple angles,...
Beachheads and Obstacles
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven...
Neither, and New: Lessons from Uber and Vision Fund
Uber represents something new: a company that is different than incumbents because of technology, yet not...
Exponent Podcast: The Exponent IPO
On Exponent, the weekly podcast I host with James Allworth, we discuss Cloudflare and what it...
Day Two to One Day
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search....
The iPhone and Apple’s Services Strategy
Apple's annual iPhone event may have marked Apple's true shift into being a Services company
What Is a Tech Company?
The question of "What is a tech company" comes down to how much software and its...
Privacy Fundamentalism
The current privacy debate is making things worse by not considering trade-offs, the inherent nature of...
The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited...
Summer Break: Week of August 12
Stratechery is on break the week of August 12. There will be no Weekly Article or...
A Framework for Moderation
The question of what should be moderated, and when, is an increasingly frequent one in tech....
Shopify and the Power of Platforms
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do...
Facebook, Libra, and the Long Game
Libra is less about an immediate benefit to Facebook, and more about creating a world where...
Vacation Break: Week of June 17
Stratechery is on vacation the week of June 17. There will be no Weekly Article or...