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 Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
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?
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Libra had a chilly reception at Capitol Hill, which highlighted a fundamental tension between Internet companies and lawmakers. Then, why it was inevitable that Facebook would make Libra, and why it was probably the wrong choice.
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.