Business Models
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Super Mario Run, Nintendo’s Bad Reviews, Apple’s App Store Failures
Super Mario Run is a great game that is getting bad reviews that are ultimately Apple’s fault. The company needs to make the App Store much more developer-friendly
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The State of Technology at the End of 2016
The annual Stratechery review of the state of technology, and call to build products that unlock human potential
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Slack + G Suite; Facebook Facing Board Lawsuit; Yik Yak Layoffs
Slack + G Suite is intriguing, but is it the end of the story for Slack and identity? Then, a new lawsuit against Facebook is a reminder that no outside entity has any leverage over the social network. Plus, how Snapchat took Yik Yak’s market and why it was still worth investing in.
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Opendoor Follow-up, Fitbit Buys Pebble Assets, GoPro Closes Entertainment Unit
The point of writing about Opendoor was to praise the ambition for the very reason that it might not work. Then, hardware continues to be hard: Pebble is out of business, and GoPro is in very big trouble.
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Opendoor: A Startup Worth Emulating
OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.
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Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
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Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.