Venture Capital
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Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.
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Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.
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Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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The Athletic Expands, An Interview With ‘The Athletic’ CEO Alex Mather
The Athletic is trying to build a bundle around sports and subscription-based content, as CEO Alex Mather explains in an interview with Stratechery
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Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
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Second-Generation TensorFlow Processing Units, What are TPUs?, Groq
Perhaps the most interesting announcement at Google I/O were the second generation Tensor Processing Units and their integration into Google’s cloud. Plus, a competitor looms.
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Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million
Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.
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The State of Technology at the End of 2016
The annual Stratechery review of the state of technology, and call to build products that unlock human potential
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Opendoor Follow-up, Fitbit Buys Pebble Assets, GoPro Closes Entertainment Unit
The point of writing about Opendoor was to praise the ambition for the very reason that it might not work. Then, hardware continues to be hard: Pebble is out of business, and GoPro is in very big trouble.
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Opendoor: A Startup Worth Emulating
OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.
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Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
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Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
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Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.