Facebook and Twitter ban Trump; Apple, Google, and Amazon ban Parler; this wasn’t an ideal solution, but it was a uniquely American one.
Facebook made major changes to accommodate Apple’s iOS 14 policies, probably because Apple leveraged their control of the App Store to give them no choice. Then, the implications of the Georgia outcomes for tech.
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Stratechery is on holiday the weeks of December 21st and December 28th; the next Daily Update will be on January 4. The full Daily Update posting schedule is here. All new subscribers since November 23, 2020, will have two weeks added to their subscriptions to guarantee one full month of Daily Updates.
Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.
The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.
Disney’s investor day showed the power of differentiated IP and optionality.
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.