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.
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
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.
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince about Moderation in Infrastructure
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.