Stratechery

On Exponent, the weekly podcast I host with James Allworth, we discuss AWS, MongoDB, and the Economic Realities of Open Source. Listen to it here.

Amazon's latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.

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

Apple's management made three errors that led to the restatement of revenue; those errors, though, suggest that the company's business is in better shape than it appears.

Stratechery is taking a holiday and vacation break the weeks of December 24 and December 31. There will be no Weekly Article or Daily Updates. The Daily Update will resume on January 7.

The most popular and most important posts on Stratechery in 2018.

On Exponent, the podcast I host with James Allworth, we discuss Aggregators and Jobs-to-be-Done and The State of Technology at the End of 2018. Listen to it here.

The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.

Aggregators succeed by being the best at doing the jobs consumers want done.

On Exponent, the podcast I host with James Allworth, we discuss Antitrust, the App Store, and Apple. Listen to it here.