Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.
Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
Facebook’s All-Hands Leak, Facebook Versus Warren, Zuckerberg’s Culture
The most newsworthy aspect of Facebook All-Hands leak is what its existence says about Facebook itself. What is most interesting, though, are not the comments about Elizabeth Warren but what Mark Zuckerberg showed about himself.
Apple Card Launches, Without a Website; Revisiting Stratechery: If Steve Ballmer Ran Apple
Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
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.
Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy
Google Cloud has a new CEO: the news is a surprise at first glance, but may make more sense than it seems. To understand why, look at VMWare, outgoing Google Cloud CEO Diane Greene’s most famous startup.
Stratechery Merch, The New York Times on Facebook, Facebook Morale
Stratechery merchandise is now available. Then, the New York Times blockbuster story on Facebook, and how the company has misplayed its hand. Plus, why the real problem is employee morale.
IBM’s Old Playbook
IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
Twitter Reorganizes, Twitter Turnaround?, Twitter and the Extremes
Twitter is reorganizing the company, and it’s probably a good sign. Meanwhile, has the company made a turnaround? The product — and company — is inevitable high variance.
Divine Discontent: Disruption’s Antidote
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.