WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.
Software-differentiated hardware companies are tech companies, but be careful about low margins leading to a destructive cycle where marketing costs drown a company.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
Verizon is selling Tumblr to WordPress for only $3 million. Why did Tumblr fail, and is there reason for optimism with Automattic as its new owner?
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.