Stratechery

Compaq's descent from a company of action to a brand is a frightening parable for the the West's focus on talk over action.

In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.

On Exponent, the weekly podcast I host with James Allworth, we discuss Zero Trust Information. Listen to it here.

Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Listen to it here.

The fate of Harry's and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

On Exponent, the weekly podcast I host with James Allworth, we discuss The Daily Update Podcast and First, Do No Harm. Listen to it here.

Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.

As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

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.