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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...
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Tech and Liberty
The First Amendment is not about a law, but rather a culture — specifically a culture...
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Exponent: The Second Estate Era
On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the...
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The Internet and the Third Estate
Mark Zuckerberg suggested that social media is a "Fifth Estate"; in fact, social media is a...
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed,...
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Exponent: The Abyss Stares Back
On Exponent, the weekly podcast I host with James Allworth, we discuss The China Cultural Clash....
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The China Cultural Clash
The NBA controversy in China highlights a culture clash that both tech companies and the U.S....
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Exponent Podcast: Distracted at Facebook
On Exponent, the weekly podcast I host with James Allworth, we discuss Facebook from multiple angles,...
