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Articles

  • DALL-E, the Metaverse, and Zero Marginal Content

    Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

  • Why Netflix Should Sell Ads

    Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix

  • The Current Thing

    If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.

  • Tech and War

    The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.

  • Shopify’s Evolution

    Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network

  • Digital Advertising in 2022

    The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.

  • Gaming the Smiling Curve

    The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.

  • The Intel Split

    It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.

  • OpenSea, Web3, and Aggregation Theory

    OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.

  • The 2021 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2021.