Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
Twitter and Facebook face the gravest Trump crisis yet, and this time, I think it is time to act.
The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.
The most popular and most important posts on Stratechery in 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.
Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.