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Strategy. Technology. Pronunciation.

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2020 Bundles

Manage your Stratechery subscription. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. I wrote in the introduction: To say that the Internet has changed the media business is...

Nvidia’s Integration Dreams

Manage your Stratechery subscription. Back in 2010, Kyle Conroy wrote a blogpost entitled, What if I had bought Apple stock instead?: Currently, Apple’s stock is at an all time high. A share today is worth over 40 times its value seven years ago. So, how much would you have today if you purchased stock instead of an Apple product? See for yourself...

Rethinking the App Store

Manage your Stratechery subscription. It seems appropriate that the first ruling in Epic v. Apple was a split decision: Fortnite remains out of the App Store,1 but Epic may continue to use Apple’s developer tools in order to support Unreal Engine. Apple v. Epic The truth is that, from a philosophical perspective, both Epic and Apple make valid points....

Apple, Epic, and the App Store

Manage your Stratechery subscription. Circuit Judge Consuelo M. Callahan, in last week’s decision by the Court of Appeals for the Ninth Circuit, reversing the District Court’s ruling that Qualcomm was guilty of antitrust violations, opened her opinion thusly: This case asks us to draw the line between anticompetitive behavior, which is illegal...

Antitrust Politics

Manage your Stratechery subscription. The only thing more predictable than members of Congress using hearings to make statements instead of ask questions, and when they do ask questions, usually of the “gotcha” variety, refusing to allow witnesses to answer (even as those witnesses seek to run out the clock), is people watching said hearings and griping...

India, Jio, and the Four Internets

Manage your Stratechery subscription. One of the more pernicious mistruths surrounding the debate about TikTok is that this will potentially lead to the splintering of the Internet; this completely erases the history of China’s Great Firewall, started 23 years ago, which effectively cut China off from most Western services. That the U.S. may finally...

The TikTok War

Manage your Stratechery subscription. Over the last week, as the idea of banning TikTok in the U.S. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to India’s decision to do just that), those opposed to the idea and those in support seem to be talking past each other. The reasons for this disconnect go beyond the...

Exponent Podcast: India, TikTok, and the U.S.

On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Listen to it here.

The Slack Social Network

Manage your Stratechery subscription. On November 2, 2016, Microsoft announced Teams at a special event in New York City. Slack decided to mark the occasion: That feeling when you think "we should buy a full page in the Times and publish an open letter," and then you do. pic.twitter.com/BQiEawRA6d — Stewart Butterfield (@stewart) November 2,...

Apple and Facebook

Manage your Stratechery subscription. When it comes to the big four consumer tech companies — Microsoft’s decision to close its retail stores was the culmination of a step-back from the consumer space five years in the making — Google and Amazon have always had moats that were easier to understand. Google has a huge advantage in data and infrastructure,...

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