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 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 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 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 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.
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.
Susan Fowler is tech’s person of the year, both because of her impact on Uber and on the tech industry broadly.
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.
Amazon is uniquely capable of having a second headquarters, and don’t be surprised if politics influences the choice of location. Then, Facebook should learn from Amazon about picking battles. Plus, a brief preview of Apple’s iPhone event.