Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Concepts

Disruption Theory

  • Stripe Relay, Stripe’s Differentiation and Challenges, Mobile E-Commerce and Relay

    The launch of Stripe Relay gives me an occasion to cover Stripe for the first time, how it succeeded, its challenges living up to its valuation, and why Stripe Relay could be an important step in that regard

  • App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories

    First, some follow-up on yesterday’s piece on App Store policies: I actually forgot some product holes, plus a defense of “shareware.” Then, the iPad Pro’s strategic justification and a review of it and its accessories.

  • Okta is a Unicorn, BlackBerry Acquires Good Technologies

    Okta is an important company in part because what their existence says about Microsoft’s challenges in the enterprise space. Plus, Blackberry acquires Good Technology, making them the market leader in device management.

  • Features and Networks, Tesla Model X Pricing Revealed, Consumer Reports and the Tesla P85D

    I linked to a piece yesterday suggesting that Twitter abandon the 140-character limit: do I agree? Or is that missing the point entirely? Then, the Internet goes nuts about the Model X price without taking the time to understand why it is so expensive; meanwhile the latest Model S shows that Tesla isn’t necessarily making cars.

  • Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization

    LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…

  • Amazon’s Transformation, The Apple Music Backlash

    Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.

  • Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings

    Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.

  • Why Web Pages Suck

    Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.

  • The Best Twitter Day Ever, The End of Windows Phone

    Something amazing happened on Twitter that really highlighted how unique the service is. It also showed how many product holes remain. Then, Satya Nadella does what needed to be done. That doesn’t make it any less impressive.

  • Netflix and the Conservation of Attractive Profits

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption