2020

The 2020 Stratechery Year in Review

Tuesday, December 22, 2020

The most popular and most important posts on Stratechery in 2020.

Holiday Break: Weeks of December 21st and December 28th

Monday, December 21, 2020

Google Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings

Thursday, December 17, 2020

Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.

Context Collapse, Circles and Timing, Facebook’s Missing Platform

Wednesday, December 16, 2020

The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.

Social Networking 2.0

Tuesday, December 15, 2020

Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.

Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality

Monday, December 14, 2020

Disney’s investor day showed the power of differentiated IP and optionality.

Facebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics

Thursday, December 10, 2020

Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.

Privacy Labels and Lookalike Audiences

Tuesday, December 8, 2020

Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.

WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption

Monday, December 7, 2020

WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.

Stripe: Platform of Platforms

Thursday, December 3, 2020

Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

The 2020 Stratechery Year in Review

Holiday Break: Weeks of December 21st and December 28th

Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality

WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption

Stripe: Platform of Platforms

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

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

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

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