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.
Stratechery merchandise is now available. Then, the New York Times blockbuster story on Facebook, and how the company has misplayed its hand. Plus, why the real problem is employee morale.
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
The newest version of Stratechery.com: now explore the site via concept, company, or topic, or use dramatically improved search functionality. Plus, a new logo!
First, a reminder that social media has big benefits, before diving back in to Facebook’s burgeoning scandal; it seems clear the company doesn’t understand exactly what it is facing.
Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.