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 should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
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.
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
The most popular and most important posts on Stratechery in 2021.
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?