Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
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.
The most popular and most important posts on Stratechery in 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.
Aggregators succeed by being the best at doing the jobs consumers want done.
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.