2018
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Holiday/Vacation Break: Weeks of December 24 and December 31
Stratechery is taking a holiday and vacation break the weeks of December 24 and December 31. There will be no Weekly Article or Daily Updates. The Daily Update will resume on January 7.
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The 2018 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2018.
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Exponent Podcast: Clumping and Clustering
On Exponent, the podcast I host with James Allworth, we discuss Aggregators and Jobs-to-be-Done and The State of Technology at the End of 2018. Listen to it here.
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Distinguishing Regulation, Is the Internet Different?, Reasons for Skepticism
Follow-up on The State of Technology in 2018: the different types of regulation, whether or not the Internet is different, and why consumer tech companies may be weaker than they seem.
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The State of Technology at the End of 2018
The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.
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Apple’s China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
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Huawei CFO Arrested, Australia’s Awful Law
Huawei’s CEO is arrested, and U.S. companies — including Apple — should be at least a little nervous. Then, Australia passed a terrible law that will compromise the security of Australians — and possibly everyone else.