Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple’s rise, and Dithering.
An explanation of the strategy undergirding the Daily Update Podcast, how the implementation fits into that strategy, and how Spotify’s podcast strategy impacts Stratechery’s approach.
Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.
There is no greater influence on Stratechery than Professor Clayton Christensen, but it is another death — Kobe Bryant’s — that reminds me of what truly matters.
Answering two criticisms of Privacy Fundamentalism, and then looking at Peloton’s S-1 and answering the question as to whether or not they are a tech company through the lens of disruption.
The current privacy debate is making things worse by not considering trade-offs, the inherent nature of digital, or the far bigger problems that come with digitizing the offline world.
BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.