Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Articles

  • 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.

  • The Aggregator Paradox

    Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.

  • Apple’s Middle Age

    For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.

  • Amazon Health

    Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.

  • Amazon Go and the Future

    Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.

  • Facebook’s Motivations

    The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.