Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Topics

Search

  • Uber in London: A Correction, Books and Blogs Revisited, More Aggregators

    A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.

  • Defining Aggregators

    Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.

  • The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs

    The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.

  • The Super-Aggregators and the Russians

    Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.

  • Google’s Precedent Problem, Five Stories In Brief

    Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.

  • Boring Google

    Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.

  • Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google

    Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?

  • Wearable Follow-Up, Google’s Amazon Problem, Marriott and SPG Combine Loyalty Programs

    A follow-up about wearables to remind folks that the smartphone still matters. Then, why mobile is a struggle for Google, illustrated by Amazon. Plus, Marriott and SPG are finally together, and it’s clear they (rightly) want to own the customer relationship

  • Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss

    Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.

  • App Store Search Ads

    A free sample of the Daily Update examining the rumor that Apple will add ads to App Store search and it’s potential impact on developers, Facebook, and the app install market.