Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
July 2020
Exponent Podcast: India, TikTok, and the U.S.
On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here.
Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Teams OS and the Slack Social Network
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.
Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
Stratechery is on Summer Break July 1-2
The Daily Update will return on Monday, July 6. You can view the Daily Update posting scheduleSubscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $15 per month or $150 per year Subscribe for $15/month Subscribe for $150/year With Stratechery Plus […]