Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Articles

  • Andy Grove and the iPhone SE

    Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.

  • The Amazon Tax

    Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.

  • Bitcoin and Diversity

    First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.

  • The Voters Decide

    An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory

  • Apple, the FBI, and Security

    Apple versus FBI is being framed as a debate between privacy and security. In fact, though, there is a powerful argument to be made that Apple’s position is the more secure one for the United States.

  • Zenefits and Regulation

    Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.

  • The Reality of Missing Out

    Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.

  • How Facebook Squashed Twitter

    Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.

  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

  • Cars and the Future

    A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.