Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Articles
Facebook’s Privacy Cake
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
The Cost of Apple News
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
The BuzzFeed Lesson
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
Netflix Flexes
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
The 2018 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2018.