Unmasking Twitter

Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

Compaq and Coronavirus

Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.

Zero Trust Information

Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

The Daily Update Podcast

Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.

First, Do No Harm

As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

Facebook’s Platform Opportunity

Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

The Tragic iPad

The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

Visa, Plaid, Networks, and Jobs

The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.