Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Articles

  • Trustworthy Networking

    The problems Facebook are facing today are the result of running into the future without considering unintended consequences, much like Microsoft and the Internet. There are clear solutions for the ad problem, but the filter bubble issue is much more fraught.

  • Defining Aggregators

    Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.

  • Books and Blogs

    Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.

  • The Super-Aggregators and the Russians

    Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.

  • The Lessons and Questions of the iPhone X and the iPhone 8

    The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?

  • Everything is Changing; So Should Antitrust

    WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.

  • Uber’s New CEO

    Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.

  • Disney’s Choice

    Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.

  • The Uber Dilemma

    Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.

  • Apple and the Oak Tree

    Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.