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Facebook's Platform Opportunity https://stratechery.com/2020/facebooks-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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The Tragic iPad https://stratechery.com/2020/the-ipad-at-10-the-ipad-disappointment-ipads-missing-ecosystem/ … 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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Visa, Plaid, Networks, and Jobs https://stratechery.com/2020/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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The End of the Beginning https://stratechery.com/2020/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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The 2019 Stratechery Year in Review https://stratechery.com/2019/the-2019-stratechery-year-in-review/ … The most popular and most important posts on Stratechery in 2019.
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A Framework for Regulating Competition on the Internet https://stratechery.com/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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Portability and Interoperability https://stratechery.com/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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Integration and Monopoly https://stratechery.com/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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The Google Squeeze https://stratechery.com/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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Tech and Liberty https://stratechery.com/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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The Internet and the Third Estate https://stratechery.com/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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Google and Ambient Computing https://stratechery.com/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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The China Cultural Clash https://stratechery.com/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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Beachheads and Obstacles https://stratechery.com/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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Neither, and New: Lessons from Uber and Vision Fund https://stratechery.com/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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Day Two to One Day https://stratechery.com/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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The iPhone and Apple's Services Strategy https://stratechery.com/2019/the-iphone-and-apples-services-strategy/ … Apple's annual iPhone event may have marked Apple's true shift into being a Services company
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What Is a Tech Company? https://stratechery.com/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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Privacy Fundamentalism https://stratechery.com/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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The WeWork IPO https://stratechery.com/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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