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.
Market-Making on the Internet
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.
A Pandemic Year, Coronavirus and Information, Zeynep Tufekci Cuts Through
Looking back on the pandemic through the lens of Stratechery’s Articles about information. Plus, why Zeynep Tufekci is the writer of the year.
Roblox vs. Second Life (and Minecraft), The Creativity Era, Roblox’s Business
More on what makes Roblox unique, and why App Store fees are ever more difficult to justify.
The Web’s Missing Interoperability
Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.
Twitter’s Analyst Day, The Interest Graph, Super Follows
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
Clubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization
More on Clubhouse, including the importance of AirPods, why it is different than Meerkat, conflict between privacy and competition, and monetization options.