Stratechery

Metaverses
Tue 9:02am By Ben Thompson
The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson's dystopia

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Instagram’s Evolution
Jul 7, 2021, 11:19 am By Ben Thompson
Instagram's shift away from being a photo-sharing app is very much inline with the service's continuous evolution.

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The Lightness of Windows
Jun 28, 2021, 10:14 am By Ben Thompson
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft's business.

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Pandemic Progress
Jun 21, 2021, 9:47 am By Ben Thompson
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.

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The Cicilline Salvo
Jun 15, 2021, 7:54 am By Ben Thompson
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.

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Integrated Apple and App Store Risk
Jun 8, 2021, 7:21 am By Ben Thompson
WWDC highlighted how Apple's differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.

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Passport
Jun 3, 2021, 2:36 pm By Ben Thompson
Announcing Passport, the new infrastructure supporting Stratechery.

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App Store Arguments
May 25, 2021, 12:14 pm By Ben Thompson
There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that's why the best solution can only come from Apple.

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Distribution and Demand
May 18, 2021, 8:57 am By Daman Rangoola
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn't understand the distinction.

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Cloudflare on the Edge
May 11, 2021, 1:01 pm By Ben Thompson
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.

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