Stratechery

It's a Tesla https://stratechery.com/2016/its-a-tesla/ … Tesla is not a disruptor, nor is Apple; both succeed by building a brand around being the best.

Snapchat's Ladder https://stratechery.com/2016/snapchats-ladder/ … The U.S. messaging market has been very hard to crack: Snapchat may have figured it out

Andy Grove and the iPhone SE https://stratechery.com/2016/andy-grove-and-the-iphone-se/ … Is the iPhone SE Apple's Celeron, one of Andy Grove's best decisions?

The Amazon Tax https://stratechery.com/2016/the-amazon-tax/ … AWS is looking like a model for all Amazon's businesses, which is apt: it's based on Amazon itself

Bitcoin and Diversity https://stratechery.com/2016/bitcoin-and-diversity/ … The Bitcoin block size dispute and diversity in tech. There are no neutral "rules"

The Voters Decide https://stratechery.com/2016/the-voters-decide/ … An apolitical analysis of U.S. politics through the lens of Aggregation Theory

Apple, the FBI, and Security https://stratechery.com/2016/apple-the-fbi-and-security/ … Apple v FBI is framed as privacy v security. But the security argument favors Apple

Zenefits and Regulation https://stratechery.com/2016/zenefits-and-regulation/ … Understanding the differences between Zenefits and Uber gives a framework for regulation

The Reality of Missing Out https://stratechery.com/2016/the-reality-of-missing-out/ … Facebook and Google are dominating digital advertising; it's a sign of things to come

How Facebook Squashed Twitter https://stratechery.com/2016/how-facebook-squashed-twitter/ … Twitter invented the feed, but the failure to evolve then doom today's efforts

The FANG Playbook https://stratechery.com/2016/the-fang-playbook/ … Facebook, Amazon, Netflix, and Google are far more similar than you might think

Cars and the Future https://stratechery.com/2016/cars-and-the-future/ … As tech enters the real world the future will come slowly and only then quickly.

A Politics For Technology https://stratechery.com/2016/a-politics-for-technology/ … Technologists should seek less regulation, more of a safety net, and be willing to pay

The Stratechery 2015 Year in Review https://stratechery.com/2015/the-stratechery-2015-year-in-review/ … Top five: most read, big ideas, company and media posts, and Daily Updates

Slack and the State of Technology at the End of 2015 https://stratechery.com/2015/slack-and-the-state-of-technology-in-2015/ … Social networks, the cloud epoch, and Slack's opportunity

Beyond Disruption https://stratechery.com/2015/beyond-disruption/ … Clayton Christensen is right: Uber is not disruptive. The Internet has disrupted the theory.

Selling Feelings https://stratechery.com/2015/selling-feelings/ … Selling software is easy -- it shouldn't be profitable. Meetings needs, though, always will be.

TensorFlow and Monetizing Intellectual Property https://stratechery.com/2015/tensorflow-and-monetizing-intellectual-property/ … If machine learning is key to Google's future, why open source?

Grantland and the (Surprising) Future of Publishing https://stratechery.com/2015/grantland-and-the-surprising-future-of-publishing/ … Is publishing limiting itself by trying to monetize writing?