The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
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.
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince on Moderation in Infrastructure
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince about Moderation in Infrastructure
Moderation in Infrastructure
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.
Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Stripe: Platform of Platforms
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
An Interview With Stripe President John Collison
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, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
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.
Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.