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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.

  • United States v. Google

    The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.