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  1. prije 8 sati

    Facebook's Platform Opportunity Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

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  2. 28. sij

    The Tragic iPad The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out.

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  3. 14. sij

    Visa, Plaid, Networks, and Jobs The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.

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  4. 7. sij

    The End of the Beginning The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

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  5. 18. pro 2019.

    The 2019 Stratechery Year in Review The most popular and most important posts on Stratechery in 2019.

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  6. 9. pro 2019.

    A Framework for Regulating Competition on the Internet Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.

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  7. 3. pro 2019.

    Portability and Interoperability Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

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  8. 18. stu 2019.

    Integration and Monopoly Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

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  9. 12. stu 2019.

    The Google Squeeze Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It's easy to say Google is being unfair, but this may be better for consumers.

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  10. 5. stu 2019.

    Tech and Liberty The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).

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  11. 21. lis 2019.

    The Internet and the Third Estate Mark Zuckerberg suggested that social media is a "Fifth Estate"; in fact, social media is a means by which the Third Estate — commoners — can seize political power. Here history matters.

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  12. 16. lis 2019.

    Google and Ambient Computing Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

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  13. 8. lis 2019.

    The China Cultural Clash The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.

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  14. 1. lis 2019.

    Beachheads and Obstacles Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

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  15. 25. ruj 2019.

    Neither, and New: Lessons from Uber and Vision Fund 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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  16. 17. ruj 2019.

    Day Two to One Day Amazon was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?

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  17. 11. ruj 2019.

    The iPhone and Apple's Services Strategy Apple's annual iPhone event may have marked Apple's true shift into being a Services company

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  18. 3. ruj 2019.

    What Is a Tech Company? The question of "What is a tech company" comes down to how much software and its unique characteristics affects the company's core business.

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  19. 27. kol 2019.

    Privacy Fundamentalism The current privacy debate is making things worse by not considering trade-offs, the inherent nature of digital, or the far bigger problems that come with digitizing the offline world.

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  20. 20. kol 2019.

    The WeWork IPO The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.

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