Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Context Collapse, Circles and Timing, Facebook’s Missing Platform
The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.
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.
Zuckerberg and Dorsey in Congress, Again; Apple Reduces App Store Fees for Small Developers; Apple’s Aggregation Politics
Mark Zuckerberg and Jack Dorsey were in front of Congress again, while Apple reduced its App Store take for small developers.
IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.
Apple and Facebook
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.