The most popular and most important posts on Stratechery in 2021.
Articles
The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
The Amazon Empire Strikes Back
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
Unity, Weta, and Faceless Platforms
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
The Death and Birth of Technological Revolutions
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
Facebook Political Problems
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.