Bookmarks (80)

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

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

On Exponent, the weekly podcast I host with James Allworth, we discuss Dithering and Open Versus Free. Listen to it here.

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

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

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

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

While Stratechery is supported by subscriptions to the Daily Update, there has long been the option to receive free Weekly Articles via email. In a similar vein, I am happy to announce that the Daily Update Podcast has now been expanded to Stratechery Podcasts: you can receive just the free Weekly Article in your podcast […]

Apple and Google, who last Friday jointly | announced new capabilities for contact tracing coronavirus carriers at scale, released a new statement yesterday clarifying that no government would tell them what to do. Or, to put it in the gentler terms conveighed by CNBC: Apple and Google, normally arch-rivals, announced on Friday that they teamed […]

It is tempting — and useful — to look at Apple and Amazon's deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

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

Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

Compaq's descent from a company of action to a brand is a frightening parable for the the West's focus on talk over action.

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

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

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

On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Listen to it here.

The fate of Harry's and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.