Stratechery

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.

On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Audacity. Listen to it here.

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.

This year's WWDC presented an Apple that was finally ready to move past the iPhone.

On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.

If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.

On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.

At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people's lives better

The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.