Daily Update
Archive of Daily Emails for Stratechery Members
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Clearview AI, The Problem with Scraping, Tradeoffs
Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.
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Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
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Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences
More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.
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Casper Files for IPO, Casper’s Business, Spotify Ad Targeting
Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.
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CES Concepts, Verizon Drops Bundles, Technology and TV
CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.
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The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital
Examining The End of the Beginning through the lens of Carlota Perez’s Technological Revolutions and Financial Capital, and what that means for venture capital.
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Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.
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AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism
A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.
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SBNation and AB5, Understanding SB Nation, AB 5 and the Internet
SB Nation is a publishing company that was only ever possible because of the Internet. That it has to change its model because of AB 5 shows why AB 5 is fundamentally flawed.