It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis.
Stripe’s Role, Competition and Differentiation, The Local News Opportunity
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
Sovereign Writers and Substack
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
Twitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Dithering and Open Versus Free
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
Announcing Dithering, An Interview with John Gruber (not about Apple)
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.
The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens
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.
The Daily Update Podcast
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.
Clayton Christensen Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life
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.