Stratechery

SAP's acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one's advantage.

Apple's decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

IBM has bought Red Hat in an attempt to recreate its success in the 90s; it's not clear, though, that the company or the market is the same.

Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.

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.