More open-source news warrants a discussion about why exactly open-source matters for strategy.
Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?
Dropbox finally focuses on business, while Facebook realizes it’s a big company now.
Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.
On Exponent, the weekly podcast I host with James Allworth, we discuss Beyond Disruption. Listen to it here.
Stratechery gift subscriptions are now available, plus an important site announcement. Then, we all knew Apple was going to open-source Swift. What was impressive was how the company went about doing it; hopefully it will prove to be an example for a clearly divided company.
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed in the age of the Internet.
Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.