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Articles

  • First, Do No Harm

    As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

  • Facebook’s Platform Opportunity

    Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

  • The Tragic iPad

    The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

  • Visa, Plaid, Networks, and Jobs

    The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.

  • The End of the Beginning

    The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

  • The 2019 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2019.

  • A Framework for Regulating Competition on the Internet

    Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

  • Portability and Interoperability

    Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

  • Integration and Monopoly

    Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

  • The Google Squeeze

    Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.