Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce

Good morning, I wrote a new piece on Stratechery yesterday: Why Uber Fights. I’ve spent a lot of time on Uber, both on the main site and here in the Daily Update, but I didn’t have one piece that lays out exactly why I – and many others – believe the company has such incredible […]

Why Uber Fights

In his, to my mind, fair defense of Uber, Mark Suster made a very important observation about the reality of business: Let’s put this into perspective. As somebody who has to rub shoulders with big tech companies often I can tell you that there is much blood spilled in the competitive trenches of Apple, Twitter, […]


On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly discuss my belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the Internet Age: Ben Thompson – […]