An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.
Twitter has a new name, and it’s past time to wonder why any of us should care.
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.
Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as to Twitter’s business model focus going forward.
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
Elon Musk vs. Apple has felt like an inevitability, and the battle was joined over advertising, App Store control, and 30% fees. Plus, Google’s money-making employee base is remarkably small.
Bob Chapek’s failure was about managing expectations; expectations are why the perception of Musk’s tenure have switched. The ultimate impact may be on Silicon Valley as a whole.
More on Twitter, including the company’s real regulatory risk, and following-up on advertisers pulling back.