Divine Discontent: Disruption’s Antidote

Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.

Open, Closed, and Privacy

Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.

Zillow, Aggregation, and Integration

Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.

The Facebook Current

The Senate hearing about Facebook was a bigger deal than it might have seemed, both because it happened and because of what was said.

The End of Windows

The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.

Stratechery 4.0

The newest version of Stratechery.com: now explore the site via concept, company, or topic, or use dramatically improved search functionality. Plus, a new logo!

The Facebook Brand

The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.

Qualcomm, National Security, and Patents

The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.

Lessons From Spotify

Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.

The Dropbox Comp

Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.