The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.
Articles
The 2020 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2020.
Social Networking 2.0
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.
Privacy Labels and Lookalike Audiences
Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.
Stripe: Platform of Platforms
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
Five Lessons From Dave Chappelle
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Playing on Hard Mode
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Is the Internet Different?
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.