Networks
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Market-Making on the Internet
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
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Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
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Facebook’s Audio Announcements, Facebook and Creators
Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.
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Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
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Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.
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Intel Questions, Facebook Pulls Up the Ladder
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
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A Pandemic Year, Coronavirus and Information, Zeynep Tufekci Cuts Through
Looking back on the pandemic through the lens of Stratechery’s Articles about information. Plus, why Zeynep Tufekci is the writer of the year.
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Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
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The Web’s Missing Interoperability
Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.
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Twitter’s Analyst Day, The Interest Graph, Super Follows
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.