Stratechery

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.

The EU is back to regulating tech companies, and getting the Internet wrong in the process. That, though, helps illuminate an approach that could work.

The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.

Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.

An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for everyone.

Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.

Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.