Facebook emails reveal a company that didn’t realize its real business was ads
Aggregators succeed by being the best at doing the jobs consumers want done.
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.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.
Facebook’s earnings were as disappointing as promised, which was ok with the stock market. Still, is there more going on than simply a transition to Stories?
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
Google had a data exposure, or was it a breach? The difference matters, but also misses the point of exactly what is dangerous for both end users and competition.