Stratechery

Stratechery is on vacation the week of March 18. There will be no Weekly Article or Daily Updates. The Daily Update will resume on March 25. All new subscriptions made since February 25, including during this break, will have a week added to their…

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

Senator Warren's proposal about how to regulate tech is wrong about history, the source of tech giant's power, and the fundamental nature of technology itself. That doesn't mean there aren't real problems — and potential solutions — though.

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

Mark Zuckerberg's announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.

On Exponent, the weekly podcast I host with James Allworth, we discuss The Value Chain Constraint. Listen to it here.

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

On Exponent, the weekly podcast I host with James Allworth, we discuss The Cost of Apple News. Listen to it here.

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

On Exponent, the weekly podcast I host with James Allworth, we discuss Spotify’s Podcast Aggregation Play. Listen to it here.