There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression
Digging into the specifics of Facebook CEO Mark Zuckerberg’s speech, particularly the company’s role in a contest of values with China, and why free expression depends on more than good intensions.
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.
Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
Day Two to One Day
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 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.
Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s
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
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
Verizon Sells Tumblr to Automattic, What Went Wrong?, Tumblr’s Future
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?