Holiday Break: December 22nd to January 4th

Stratechery is on holiday from December 22, 2021 to January 4, 2022; the next Daily Update will be on Wednesday, January 5. The full Daily Update posting schedule isSubscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $12 per month or […]

The Great Bifurcation

Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.