Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.
Facebook has bought Beat Games, a company of the future, and not just because they made a game for VR. Then, why it is the old world that needs capital, and why Oculus is still confusing strategically.
PayPal bought Honey, which is best known as a browser extension. What does this mean for both end users and merchants, and which is more important?
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
Facebook is acquiring CTRL-Labs, a computer-neural interface that is potentially a great fit with Oculus. At this point, though, is Facebook’s involvement in this new technology value-destructive?
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.
Sometimes analysis is about what will happen, not what should happen. Then, two big acquisitions in the data analytics face: Google’s purchase of Looker makes sense, while Salesforce is paying a steep price for Tableau.
Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.