Apple’s Errors

Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.

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.

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.

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.