November 2019

Instagram to Hide Likes, Instagram and Influence Marketing, Practical Impacts

Monday, November 11, 2019

Instagram is removing likes, because it says it cares about user welfare. Is that the reason, or is Instagram finally taking on influencer marketing?

Exponent Podcast: Principle Stacks

Friday, November 8, 2019

On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen to it here.

Microsoft Ignite, Azure Arc, Additional Insight Announcements

Thursday, November 7, 2019

Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.

Tech and Liberty Follow-up, Facebook Earnings, Additional Notes on Facebook Earnings

Wednesday, November 6, 2019

Making principled stands should not mean absolutism: Facebook should seek to ameliorate its trade-offs. Then, Facebook’s earnings continue to show higher costs, plus where Zuckerberg is right and wrong in defending the Instagram acquisition.

Tech and Liberty

Tuesday, November 5, 2019

The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).

Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t

Monday, November 4, 2019

First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.

Apple and the Frontier Labs

Exponent Podcast: Principle Stacks

Microsoft Ignite, Azure Arc, Additional Insight Announcements

Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

OpenAI’s Memos, Frontier, Amazon and Anthropic

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips