More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
Follow-up on Microsoft and IBM, including why Steve Ballmer deserves more credit than I gave him. Then, Facebook’s earnings and the reluctance to admit to pricing power, and why Instagram Stories are more innovative than Snapchat Stories
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
Tech executives are meeting with Trump, and it’s the right decision; now is the time, though, to establish the conditions when opposition is appropriate. Then, why technologists should not outsource politics.
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.
While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.