The Curious Engineer

Stratechery by Ben Thompson

2014–2019

1,431 posts

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2019 197

December 2019

  1. AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism
  2. The 2019 Stratechery Year in Review
  3. SBNation and AB5, Understanding SB Nation, AB 5 and the Internet
  4. Cisco Sells Chips, The Conservation of Attractive Networking, Twitter MoPub Revenue
  5. Bluesky, The Twitter Protocol Tragedy, Alternatives
  6. TV Advertising Falls; The Sports Linchpin, Revisited; NBA Ratings
  7. Regulating Demand, Ad Targeting and Unintended Consequences, Expedia CEO Out
  8. A Framework for Regulating Competition on the Internet
  9. AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
  10. Larry Page and Sergey Brin Step Down, Why Now?, Google Going Forward
  11. Portability and Interoperability
  12. Facebook Buys Beat Saber, Capital and Copyright, The Oculus Conundrum

November 2019

  1. Airbnb Losses, Airbnb and The Google Squeeze, Airbnb’s Marketing Spend
  2. PayPal Acquires Honey, What Honey Is, PayPal’s Play
  3. Exponent Podcast: More Ergonomic
  4. Trump Visits Mac Pro Factory, Apple’s Tariffs, Apple Versus GitHub
  5. Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
  6. Integration and Monopoly Follow-Up, Apple Paternalism, TikTok and CFIUS
  7. Integration and Monopoly
  8. Facebook Pay, Google Checking, Tech Company Differences
  9. The Google Squeeze Follow-up, Disney+ Launch, Instagram Influencer Follow-Up
  10. The Google Squeeze
  11. Instagram to Hide Likes, Instagram and Influence Marketing, Practical Impacts
  12. Exponent Podcast: Principle Stacks
  13. Microsoft Ignite, Azure Arc, Additional Insight Announcements
  14. Tech and Liberty Follow-up, Facebook Earnings, Additional Notes on Facebook Earnings
  15. Tech and Liberty
  16. Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t

October 2019

  1. Apple Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
  2. HBO Max, AT&T’s Challenges, The Streaming Battleground
  3. Amazon Earnings, AWS Concerns, Google Earnings
  4. Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft Earnings
  5. Exponent Podcast: The Second Estate Era
  6. SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress
  7. Ghost 3.0, An Interview with Ghost CEO John O’Nolan
  8. Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression
  9. The Internet and the Third Estate
  10. Ambient Computing and Antitrust, Google’s New Revenue Streams, Netflix Earnings
  11. Google and Ambient Computing
  12. Exponent Podcast: The Abyss Stares Back
  13. Libra Launches, Loses Members; A Note on Facebook v Warren; The Office of Emerging Technologies
  14. Apple Pulls Hong Kong App, Tim Cook’s Memo, Honesty and Control
  15. China Cultural Clash Follow-Up, Disney and Blizzard, Choosing Customers
  16. The China Cultural Clash
  17. Apple App Store Changes, Google to Remove French News Excerpts, Europe Bans Content Worldwide
  18. Exponent Podcast: Distracted at Facebook
  19. Microsoft’s Surface Event, Victors and History, Microsoft’s Hardware Prospects
  20. Facebook’s All-Hands Leak, Facebook Versus Warren, Zuckerberg’s Culture
  21. Beachheads and Obstacles

September 2019

  1. Child Sexual Abuse Material Online, The Problem With Community, Towards More Friction
  2. Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
  3. Neither, and New: Lessons from Uber and Vision Fund
  4. Facebook Acquires CTRL-Labs, Acquisitions and Value, The Portal and Facebook’s Reputation
  5. Exponent Podcast: The Exponent IPO
  6. Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO
  7. WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big
  8. Day Two to One Day
  9. AB 5, Uber, and the Gig Economy; The ABC Test; What Comes Next
  10. The Apple Watch Tells Time, Additional Observations on Apple’s Event, Revisiting App Store Search
  11. The iPhone and Apple’s Services Strategy
  12. App Store Search, WeWork to Shelve IPO?, The Vision Fund Wobbles
  13. Apple Versus Project Zero, Apple’s Poor Response, The China Paradox
  14. Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube
  15. Tech Companies and Hardware, The Cost of Low Margins
  16. What Is a Tech Company?

August 2019

  1. Apple Updates Siri Policy, The Missed Middle Way, Alexa and Automobiles
  2. Privacy Fundamentalism Follow-up, Peloton’s S-1, Peloton and Disruption
  3. Privacy Fundamentalism
  4. Trump Orders Companies to Look for China Alternative, Apple’s Chokepoint, The Potential Tariff Impact
  5. Apple Card Launches, Without a Website; Revisiting Stratechery: If Steve Ballmer Ran Apple
  6. Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s
  7. The WeWork IPO
  8. Verizon Sells Tumblr to Automattic, What Went Wrong?, Tumblr’s Future
  9. Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings
  10. Why Cloudflare Matters, The Absence of Gatekeepers, Promotion Versus Moderation
  11. A Framework for Moderation
  12. 8chan and El Paso, Cloudflare Drops 8chan, An Interview with Cloudflare CEO Matthew Prince
  13. The Athletic Reaches 500,000 Subscribers, Brute-Forcing the Bundle, Local Bundles

July 2019

  1. Revisiting Google’s Cloud Numbers, Apple Earnings, Additional Notes on Apple Earnings
  2. Uber Layoffs, T-Mobile-Sprint Merger Approved, Additional Notes on the Merger
  3. Google Earnings, Amazon Earnings
  4. Facebook’s FTC Settlement, Assigning Blame, Facebook Earnings
  5. Snap Earnings, Notes and Concerns, DoorDash and Tipping
  6. Tinder Bypasses Google Play Payments, App Store Fees and Differences, Apple Entering Modem Business?
  7. Microsoft Earnings, Teams Passes Slack, The Partner Advantage
  8. Libra in Congress; Global Community, Revisited; Messianic Versus Money-Making
  9. Netflix Earnings; Reasons for Concern, and Optimism; Apple Reportedly Pursuing Exclusive Podcasts
  10. Substack Raises Series A, An Interview With Substack Co-Founders Christopher Best and Hamish McKenzie
  11. Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling
  12. Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin
  13. Shopify and the Power of Platforms
  14. HBO Max and Friends; British Airways, Marriott Hit with GDPR Fines; Zoom’s Vulnerability
  15. Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
  16. Netflix Loses The Office, Netflix’s Budget Consciousness, Spotify Ends Direct Uploads
  17. Apple, Design, and Operations; So It Goes; The Role of Jeff Williams

June 2019

  1. [FREE] Jony Ive Leaves Apple, Ive’s Legacy, The Post-Ive Apple
  2. Libra’s Questionable Benefits, Facebook’s Hidden Costs, Philosophical Objections
  3. An Interview with Kevin Weil and Dante Disparte About Libra and Calibra
  4. Facebook, Libra, and the Long Game
  5. Exponent Podcast: Game of Phones
  6. The New Dropbox, The Cloud OS, Connecting Versus File-Sharing
  7. Delrahim’s Speech on Tech and Antitrust; Tech and Antitrust, Updated; YouTube and Instagram’s Scale Defense
  8. Tech and Antitrust Follow-up, Google Buys Looker, Salesforce Buys Tableau
  9. Tech and Antitrust
  10. Cloudera and Pivotal, Box and Zuora
  11. The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
  12. The First Post-iPhone Keynote
  13. U.S. Department of Justice Preparing Investigation of Google?; The DoJ, Google, and Politics; The Antitrust Indicator

May 2019

  1. Apple Defends App Store, Apple’s App Store Motivations
  2. AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
  3. Airbnb Eliminates Guest Fees, Airbnb’s Initial Advantage, Airbnb’s Delay
  4. Exponent Podcast: An Intra-west Debate
  5. The Problem with “Aggregation Theory”, Demand at Scale, Supplier Power and Value
  6. Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC
  7. China, Leverage, and Values
  8. Google and Huawei, Android and Huawei, The U.S. Impact
  9. Uber’s Rocky IPO, What Went Wrong, The Perils of Private
  10. Disney Takes Full Control of Hulu, Disney’s Organization, The Streaming Struggle
  11. The Supreme Court Rules Against Apple, In Favor of the Dissent, The Implications of Apple v Pepper
  12. Chris Hughes Versus Facebook, Breaking Down Hughes Article, The Privacy Paradox
  13. Exponent Podcast: A Perfect Meal
  14. Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
  15. Google Fights Back
  16. Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
  17. Facebook’s Cryptocurrency, The Problem — and Benefit — of Credit Cards, The Facebook Payment Network
  18. Apple Earnings, Google Earnings, Amazon Earnings
  19. Microsoft and Slack Follow-up, F8, Facebook versus Snapchat

April 2019

  1. Microsoft, Slack, Zoom, and the SaaS Opportunity
  2. Microsoft Earnings, Microsoft’s Growth Opportunities, Facebook Earnings
  3. Twitter Earnings, Snap Earnings, Escaping the Duopoly
  4. Uber Questions Follow-up, Luminary Launches, Luminary’s Broken Rung
  5. Uber Questions
  6. Exponent Podcast: Family-Friendly Disney
  7. Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders
  8. Apple Settles With Qualcomm, Intel Exits Modems, Apple’s Miscalculation
  9. Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T
  10. Disney and the Future of TV
  11. Exponent Podcast: A Community of Loonies
  12. Alexa’s Human Listeners, New Questions, Disney’s Presentation
  13. Google Cloud Next, Anthos, Google Cloud and Open Source
  14. A Framework for Regulating Content on the Internet
  15. The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
  16. Exponent Podcast: YouTube and the End of Friction
  17. The Wall Street Journal and Apple News, The Problem with Regulating Content, Australia’s Terrible New Law
  18. YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission
  19. Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation
  20. No Daily Update: Personal Day

March 2019

  1. Google Fined by the EU, Contracts and the Android Decision, Custom Search and the Shopping Decision
  2. Apple Event Follow-up, Apple’s Hardware Announcements, Google Stadia
  3. Apple’s Services Event
  4. Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop
  5. Exponent Podcast: Fence-building vs. Axe-wielding
  6. Spotify Files Antitrust Complaint Against Apple, Spotify and Warren, More Amazon Marketplace Changes
  7. Where Warren’s Wrong Follow-up, Amazon’s Price Parity Provision, The Amazon Marketplace Question
  8. Where Warren’s Wrong
  9. Airbnb Acquires HotelTonight, Supply Versus Demand, The HotelTonight Proposition
  10. Exponent Podcast: Mark Zuckerberg’s Projected Self
  11. Facebook’s Privacy Cake
  12. Zillow Changes CEOs, An Interview with Zillow CEO Rich Barton
  13. Lyft’s S-1, Demand > Supply, Lyft Concerns
  14. Changes at HBO, AT&T’s Strategic Rationale, HBO’s Differentiation
  15. Exponent Podcast: Valuing Value Chains

February 2019

  1. Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
  2. The AWS Question, Facebook and Unity, HoloLens 2
  3. The Value Chain Constraint
  4. Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles
  5. Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers
  6. An Update on the Battle for the Home, Apple’s Strategy Credit — and Tax, The Data Strategy Credit
  7. Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
  8. Exponent Podcast: Publishers vs Apple News
  9. Apple News Follow-up, What Direct-to-Consumer Publishers are Selling, More on Podcasts: Supporting Cast and Kimberlite
  10. The Cost of Apple News
  11. Amazon Acquires Eero, Owning the Home, Amazon Earnings
  12. Spotify and Podcasts Follow-up, Apple and Podcasts, Luminary and Himalaya
  13. Exponent Podcast: Why Exponent Isn’t On Spotify
  14. Spotify’s Podcast Aggregation Play
  15. Google “Other Bets” Follow-up, Angela Ahrendts Out at Apple, Microsoft Earnings
  16. Google Earnings, Other Bets Compensation, 30% and Smartphone Competition
  17. Exponent Podcast: Vigilante Justice

January 2019

  1. Facebook Versus Apple: Background, Facebook Versus Apple: Fallout, Facebook Earnings
  2. Apple Earnings, Apple the Services Company (for Real!)
  3. BuzzFeed Followup, The Future is Niche, Atlassian and Bing
  4. The BuzzFeed Lesson
  5. Exponent Podcast: Zeros All The Way Down
  6. China Blocks Bing; Tencent, China, and Apple; Atlassian Earnings
  7. Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption
  8. Netflix Flexes
  9. Exponent Podcast: Inverted Pyramids
  10. Satya Nadella on Microsoft
  11. More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack
  12. MongoDB Follow-up, AWS’ Incentives, Batteries: The iPhone’s Missing Miss
  13. AWS, MongoDB, and the Economic Realities of Open Source
  14. Exponent Podcast: A Significant Shift
  15. The Alexandria Ocasio-Cortez Phenomenon, Ninja’s 2018, Facebook and the Human Condition
  16. CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition
  17. Apple’s Errors Follow-up, Apple’s Services Pivot, Samsung Warns on Revenue
  18. Apple’s Errors

2018 202

December 2018

  1. Holiday/Vacation Break: Weeks of December 24 and December 31
  2. Facebook Stats, Facebook’s Data Sharing, Facebook Politics
  3. The 2018 Stratechery Year in Review
  4. Discord and Its Game Store, Fortnite and the Social Aspect of Gaming, Game Store Competition
  5. Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath
  6. Exponent Podcast: Clumping and Clustering
  7. Distinguishing Regulation, Is the Internet Different?, Reasons for Skepticism
  8. The State of Technology at the End of 2018
  9. Apple’s China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
  10. Huawei CFO Arrested, Australia’s Awful Law
  11. The Facebook Emails; The Platform Debate; Zuckerberg’s Platform Delusion, Redux
  12. More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends
  13. Aggregators and Jobs-to-be-Done
  14. Apple Music on Amazon Echo, The Implications, Apple-Amazon Quid Pro Quos
  15. Exponent Podcast: Rent-Seeking

November 2018

  1. AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
  2. Apple App Store Follow-up, AWS ARM Servers, Intel’s Choice
  3. Antitrust, the App Store, and Apple
  4. Amazon’s Reported RSN Bid, The Future of Sports Rights, Apple in the Supreme Court
  5. Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal
  6. Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy
  7. Stratechery Merch, The New York Times on Facebook, Facebook Morale
  8. More on Amazon’s “HQ2”, Two New Paywalls, Subscription Fatigue?
  9. Amazon “HQ2” Choice, Disney Earnings, Disney’s Hulu Plan
  10. The Experience Economy
  11. Qualcomm Loses Preliminary Judgment; Qualcomm Earnings; More on Netflix and MVPDs
  12. Spotify Earnings; Spotify, Supply, and Acquiring Marginal Customers; Spotify’s Research and Development
  13. Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
  14. Apple’s Social Network
  15. Text Messaging in the United States; Google Earnings; Google, Facebook, and GDPR

October 2018

  1. Facebook Earnings, Facebook’s Stories Story, Additional Notes on Facebook’s Earnings
  2. IBM-Red Hat Follow-up, Microsoft Earnings, Amazon Earnings
  3. IBM’s Old Playbook
  4. Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
  5. The Problem with Facebook and Virtual Reality
  6. Oculus Founder Leaves, Oculus’ Products, Facebook and Oculus’ Inevitable Conflict
  7. Netflix Earnings, Netflix’s Marketing Choice, Additional Notes on Netflix
  8. The Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe
  9. Paul Allen Passes Away, Photoshop on iPad Announced, The App Store and Incumbents
  10. Sears Files for Bankruptcy, Sears’ Spinoffs, Value in the Age of the Internet
  11. Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
  12. The Battle for the Home
  13. Google, Exposures, and Breaches; Was Google Wrong?; The Political Considerations
  14. The Snap Memo, Snapchat’s Core Problem, Snap’s Bad Positioning
  15. China’s Alleged Hardware Hack, How the Attack (Allegedly) Happened, Believability and Implications
  16. Data Factories Follow-Up, Amazon’s Pay Raise, Amazon Makes Hay
  17. Data Factories
  18. Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements

September 2018

  1. WhatsApp Founder Speaks, EU Deception?, Facebook Ideology
  2. Six Years of Systrom, Instagram’s Alternate Reality, Facebook’s Red Flag
  3. Instagram’s CEO
  4. New Alexa Devices, Amazon and the EU Commission
  5. The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
  6. The European Union Versus the Internet
  7. iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch
  8. The iPhone Franchise
  9. Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again
  10. Strengths, Weaknesses, and Augustus; Zuckerberg’s Blindspot; The Liberal Arts Fallacy
  11. Spotify and the Labels, Labels and Aggregation, Newspapers and Texture
  12. Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence
  13. Xbox All Access Pass, The Eighth-Generation of Consoles, Console Subscriptions: Now and the Future
  14. San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters

August 2018

  1. AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
  2. Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration
  3. Uber’s Bundles
  4. Fortnite’s Bad Bug, Epic’s Complaint, The Downside of Open
  5. Fortnite Skips Google Play, Netflix Explores Bypassing iTunes, Big Names and Long Tails
  6. Facebook, Germany, and Filter Bubbles; The Nutella Factor; Facebook’s Response
  7. Disney and the Resilient Cable Bundle, Disney’s Streaming Plans, ESPN+ and Serie A
  8. Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
  9. Facebook Stories Follow-up, Twitter and Newton’s Third Law
  10. Facebook’s Story Problem — and Opportunity
  11. MoviePass, Finally; Value Chains and Unit Costs; Atlassian and Slack
  12. Uber Loses in New York City, The Modern Medallion?, Driver Pay Floors
  13. Free Daily Update: An Interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny
  14. Patreon Acquires Memberful, An Interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny
  15. Sonos’ IPO, The De-Integration of Sonos, Spotify Earnings
  16. Apple Earnings, ASP and “New” iPhones, Steve Jobs and the App Store

July 2018

  1. Android-EU Follow-Up, Google Earnings, Facebook and the Stock Market
  2. Facebook Lenses
  3. The European Commission Versus Android
  4. Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230
  5. Netflix Earnings, Netflix’s Rising CAC, Content and Marketing
  6. Amazon Switches?, AWS Versus Azure, Photoshop on iPad
  7. The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10
  8. Uber Invests in Lime, Uber Versus Google Maps, AT&T and HBO
  9. Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve
  10. Facebook Filter Foibles, The EU Copyright Directive, Yelp and the Three Approaches to Internet Content
  11. Apple’s Map Reset; CarPlay, Waze, and Google Maps; Disney Acquisition of 21st Century Fox Approved
  12. Twitter Reorganizes, Twitter Turnaround?, Twitter and the Extremes

June 2018

  1. Amazon Acquires PillPack, PillPack’s Alignment With Amazon, The Walmart Miss
  2. South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech
  3. Instagram Launches IGTV, IGTV’s Monetization, YouTube Channel Memberships
  4. Intel and the Danger of Integration
  5. Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?
  6. Microsoft and ICE; Tech and Trump, Revisited; Lines and Responsibilities
  7. Apple, China, and Trump; Google Invests in JD; The Value of the China Market
  8. AT&T, Time Warner, and the Need for Neutrality
  9. Scooter Follow-up, Microsoft and the Xbox, Spotify Signs Indie Acts
  10. The Scooter Economy
  11. Exponent Podcast: Legacy Leverage
  12. Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?
  13. Apple Centricity, Watch Tentposts, Apple’s Philosophy and Managing Time
  14. The Cost of Developers
  15. Microsoft to Buy GitHub, A Win for GitHub, Facebook’s Data-Sharing Deals with Device Makers

May 2018

  1. Internet Trends: Smartphones and Internet Usage, Tech’s Takeover, The Small Business Revolution, Tech’s Deflationary Effect
  2. Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram
  3. The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook
  4. Exponent Podcast: Black Holes
  5. Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon
  6. The Bill Gates Line
  7. Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
  8. Sports Gambling Defederalized, Amazon Channels
  9. Exponent Podcast: Platforms Versus Aggregators
  10. Spotify’s New Hate Policy, Twitter’s Behavior Policy, YouTube Music and YouTube Premium
  11. The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
  12. The Moat Map
  13. ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
  14. Exponent Podcast: Two By Twos
  15. Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
  16. Tech’s Two Philosophies
  17. Microsoft’s Build Keynote, Microsoft and IBM, Microsoft’s Realism
  18. Spotify Earnings, Spotify’s Free Plan and Hulu Partnership, Snap Earnings
  19. Exponent Podcast: Round Numbers
  20. Apple Earnings, Facebook’s F8 Keynote, Facebook Dating
  21. Divine Discontent: Disruption’s Antidote
  22. Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview

April 2018

  1. T-Mobile to Acquire Sprint, Microsoft Earnings
  2. Exponent Podcast: Zillow and Sustaining Aggregation
  3. Open, Closed, and Privacy Follow-Up; Facebook Earnings; Notes on Facebook Earnings
  4. Open, Closed, and Privacy
  5. Google Earnings, Google’s Cost Drivers, Other Bets Versus Google Ventures
  6. Google’s Messaging Announcement, Allo’s Go-to-Market Problem, Chat: The Open Alternative
  7. Netflix Earnings and the Video Value Chain, The Conditions of Aggregation, Comcast and Netflix and the New Bundle
  8. The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain
  9. Zillow, Aggregation, and Integration
  10. Exponent Podcast: Facebook Fatigue
  11. Zuckerberg’s House Hearing, Toutiao’s Apology, Apple’s Siri Hire
  12. The Facebook Current
  13. Uber Acquires JUMP, Background on Bikes, Uber’s New Strategy?
  14. Technologists, Politics, and Facebook; Publishers and the GDPR; Facebook and The Denver Post
  15. Exponent Podcast: There’s Always a Bigger Fish
  16. Mark Zuckerberg’s Press Conference, The Bosworth Memo, The Facebook Data Lockdown
  17. Spotify Debuts; Trump, Amazon, and the USPS; The Politics of Amazon
  18. The End of Windows and Slack Versus Microsoft Teams, ARM on Macs?, Apple’s Commitment to the Mac
  19. The End of Windows

March 2018

  1. Uber Sells Out in Southeast Asia; Uber’s Self-Driving Tragedy; Doing the Right Thing, Inevitably
  2. Stratechery 4.0 Follow-up, Apple’s Educational Event, The Meaning of Better
  3. Stratechery 4.0
  4. Five Years, Facebook’s Apology, Facebook’s New Scandal
  5. Exponent Podcast: Facebook’s Real Mistake
  6. Salesforce Acquires Mulesoft, The Enterprise Cloud Opportunity, Salesforce’s Opportunity
  7. What Was Facebook Thinking?, Facebook’s Platform Folly, Does This Mean Regulation?
  8. The Difference Between Google and Facebook, Facebook’s Pedantry, Facebook and the Value of Data
  9. The Facebook Brand
  10. Exponent Podcast: Qualcomm, Patents, and Innovation
  11. Drake on Twitch, Fortnite vs PUBG and Selling Feelings, The Returns to the Best
  12. Apple Acquires Texture; The Problem with Magazines; Texture, Apple News, and Bundles
  13. Qualcomm, National Security, and Patents
  14. Google Sells Zagat to The Infatuation, The Infatuation and Zagat, More on Google and AMP
  15. Exponent Podcast: 90’s Alt Forever
  16. The Athletic Raises $20 Million, Four Stories on Tech and Politics
  17. More Spotify; Spotify, Uber, and Airbnb; Uber, Waymo, and SoftBank
  18. Could Spotify Be Netflix?, Calculating Spotify’s LTV and CAC
  19. Lessons From Spotify
  20. Exponent Podcast: Dilly-Dallying Dropbox
  21. Ring, Alarm.com, and Bottom-up Ecosystem Building; Dropbox and Timing; Apple, China, Microsoft, the United States

February 2018

  1. Amazon Buys Ring, Ring’s Exit, Amazon’s Strategy and the Integration of the Home
  2. Dropbox’s Cost of Revenue, Cost of Revenue and Churn, Cloudy Dropbox
  3. The Dropbox Comp
  4. Exponent Podcast: Google and Antitrust
  5. More on Chrome and AMP, The Case Against Google, Decentralization and Paradigm Shifts
  6. The Aggregator Paradox
  7. The Mueller Indictment, Russian Sophistication, Facebook Tweets
  8. Exponent Podcast: The Mailbag Episode
  9. Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising
  10. Twitter Earnings; The End of TellApart; Direct Versus Brand Marketing, and Size
  11. Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
  12. Exponent Podcast: The Products They Built Along the Way
  13. Snap Mania and Metamarkets; John Perry Barlow Dies; Barlow, Disney, and Streaming
  14. Snap Earnings, Fox Signs Deal for Thursday NFL Football, The Sports Linchpin and Snap et al.
  15. Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
  16. Apple’s Middle Age
  17. Exponent Podcast: Amazon and Health Care
  18. Google Earnings, Amazon Earnings
  19. Facebook Earnings, Microsoft Earnings

January 2018

  1. Amazon Health
  2. More on the Switch, Apple Music and the HomePod, Songwriter Royalties Increase
  3. Exponent Podcast: A Moat Too Far
  4. HomePod Goes on Sale, The Smartphone and the End of History, The Success of the Nintendo Switch
  5. Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings
  6. Amazon Go and the Future
  7. Facebook Adds Reputation Scores, Facebook’s Solution, The Unintended Consequences
  8. Exponent Podcast: Addicted to Facebook
  9. Snapchat’s Engagement Numbers, Apple’s Tax Repatriation, The Shift to a Territorial Tax System
  10. Facebook’s Motivations
  11. An Interview With Facebook Vice-President of News Feed Adam Mosseri
  12. Exponent: It’s All 1s and 0s
  13. AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision
  14. LaVar Ball and Deciding Viewers; The Logan Paul Controversy; Spectre and Philosophy, Redux
  15. Vulnerabilities, Philosophies, and Ad-Blockers; Intel’s Response; The Advantage of Serverless
  16. Meltdown, Spectre, and the State of Technology

2017 220

December 2017

  1. Exponent Podcast: Two Is Better Than One
  2. Facebook and Age Discrimination, Apple Slows Down iPhones?, 2017: When Tech Grew Up
  3. The 2017 Stratechery Year in Review
  4. Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
  5. Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
  6. Patreon Reverses Itself, The Patreon Backstory and the Reality of Fees, Patreon’s Mistake
  7. Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality
  8. Disney and Fox
  9. Snapchat’s Redesign, Spiegel’s New (Old) Vision, Tencent and Spotify
  10. Exponent Podcast: Human Problems
  11. Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means
  12. The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon
  13. The Pollyannish Assumption
  14. Apple’s Bad Week, Reputation Risk, Integration and Focus
  15. Exponent Podcast: Two Terrible Options

November 2017

  1. AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
  2. “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust
  3. Pro-Neutrality, Anti-Title II
  4. Give Stratechery as a Gift
  5. Meredith Buys Time Inc., Meredith’s Business, About the Koch Investment
  6. The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections
  7. Popping the Publishing Bubble, Revisited; BuzzFeed’s Struggles; Axios’ Success
  8. Exponent Podcast: Successful Disappointments
  9. Bob Lutz on the Future of the Automobile, Uber and Lyft Ban Rider, Twitter’s Verification Mess
  10. SendGrid IPOs, The Nintendo Marios
  11. Stitch Fix and the Senate
  12. Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
  13. Exponent Podcast: Head-on is Hard
  14. Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap
  15. Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
  16. Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
  17. Apple at Its Best
  18. Exponent Podcast: The 50,000 Foot View
  19. Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
  20. Tech Goes to Washington

October 2017

  1. iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
  2. Google Earnings, TAC and Apple, Google’s Growing Network
  3. Exponent Podcast: The Disruption Antidote
  4. The Kinect and Face ID, Face ID Production Problems, The iPhone X Timeline
  5. More Spectacles Mea Culpas; The Athletic in the New York Times; Google, Facebook, Apple, and Subscriptions
  6. Antitrust Philosophy, Two More Follow-Ups, Spectacles Inventory — and Mea Culpas
  7. Why Facebook Shouldn’t Be Allowed to Buy tbh
  8. Exponent Podcast: Counterfactuals
  9. Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
  10. Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
  11. Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech
  12. Goodbye Gatekeepers
  13. Exponent Podcast: The Worst-Case Scenario
  14. Oculus Connect 4, Russian Ads and the Law, Trump and Facebook
  15. Airbnb Reportedly Building Apartments, Apple Hires New General Counsel, Uber’s Board Saga Ends
  16. The End of AOL Instant Messenger, Innovation Versus Interoperability, Portability > Interoperability
  17. Google’s Search for the Sweet Spot
  18. Trustworthy Networking
  19. Google Ends ‘First Click Free’, Google Subscription Services, Facebook’s Publisher-Friendly Offering

September 2017

  1. Exponent Podcast: Getting to the Future Faster
  2. Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
  3. Uber in London: A Correction, Books and Blogs Revisited, More Aggregators
  4. Defining Aggregators
  5. Books and Blogs
  6. Uber Loses London License (Pending Appeal), The Idea of Uber, Uber’s Existential Test
  7. Exponent Podcast: The Super-Aggregators
  8. Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory
  9. Toys ‘R’ Us Goes Bankrupt; Debt, the Internet, Forests and Trees; Twitter: The Good and the Bad
  10. The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs
  11. The Super-Aggregators and the Russians
  12. Exponent Podcast: The Watch, The Phone, The Beatles
  13. The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney
  14. The Lessons and Questions of the iPhone X and the iPhone 8
  15. Amazon Studios Shifts Strategy, Spotify and Hulu, Facebook to Spend $1 Billion on Video
  16. Amazon’s Second Headquarters, Amazon’s Internal Primitives, Facebook and Political Ads
  17. Exponent Podcast: There Is No Going Back
  18. The Platform Paradox, Voice Assistants Vulnerable?, Facebook and Russian Ads
  19. Everything is Changing; So Should Antitrust
  20. Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot

August 2017

  1. Google and The New America Foundation, Google’s Monopoly, Google’s Stupidity
  2. ARCore, Google’s Benefit to Apple, AR’s Killer App and Apple’s Business Model
  3. Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
  4. Uber’s New CEO
  5. Exponent Podcast: From Intel to Disney
  6. Disney Follow-up, The Re-Bundlers, Medium Claps
  7. Disney’s Choice
  8. Tencent Earnings, WeChat Advertising, The Potential of WhatsApp Status
  9. Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
  10. Exponent Podcast: The Uber Mutation
  11. Cloudflare and Daily Stormer, Free Speech and Corporations, Just War and Regulation
  12. Disney Shifts to Streaming, Disney Versus Netflix, ESPN
  13. Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
  14. The Uber Dilemma
  15. Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
  16. Apple and the Oak Tree
  17. Amazon Earnings, Amazon Logistics Services?, Netflix Earnings

July 2017

  1. The Athletic Expands, An Interview With ‘The Athletic’ CEO Alex Mather
  2. Microsoft/IBM Follow-Up, Facebook Earnings, Instagram Stories > Snapchat Stories
  3. Microsoft’s Monopoly Hangover
  4. Google Earnings, Google Cloud Growth?, Microsoft’s Milestone
  5. Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
  6. Alexa and Operating Systems, Privacy, and Integration; Spotify Follow-up
  7. Facebook Messenger Rolling Out Ads, Facebook’s Product Development Strategy, How Should Messenger Monetize?
  8. Music Versus Publishing, Spotify’s Increasing Power
  9. Publishers and the Pursuit of the Past
  10. Snapchat Updates: Maps, Links, and More; Classifying Snapchat’s Updates
  11. YouTube and the iPhone, Facebook Wins Privacy Case

June 2017

  1. Exponent Podcast: Google, Antitrust, and Aggregation Theory
  2. Google’s Precedent Problem, Five Stories In Brief
  3. Ends, Means, and Antitrust
  4. The Justin Caldbeck Affair; The Enablers; Avis, Hertz, Waymo, and Apple
  5. Mark Zuckerberg: Politician, not President, EU to Fine Google, Amazon Prime Wardrobe
  6. Exponent Podcast: Amazon and Avocados
  7. Bill Gurley Leaves Uber’s Board, Uber Adds Tipping, Chris Lattner Leaves Tesla
  8. Travis Kalanick Resigns, Uber’s Dangerous Delusion, Uber Going Forward
  9. Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods
  10. Amazon’s New Customer
  11. Exponent Podcast: Podcasting and Centralization
  12. The News Revenue Hub and Donations, Patreon’s Update, How Big is Patreon’s Market?
  13. RIP Charles P. Thacker, E3 and the Importance of Clarity, Nintendo’s Differentiation
  14. Podcasts, Analytics, and Centralization
  15. The Uber Endgame, Unchanging Uber, Uber Justice
  16. Exponent Podcast: Fruitful Clapping
  17. Apple’s Business Model, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
  18. Apple’s Strengths and Weaknesses
  19. Lexmark and Patent Exhaustion, Patents and First Principles, Lexmark and Apple Versus Qualcomm
  20. Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns
  21. Faceless Publishers, Take 2; Internet Trends 2017

May 2017

  1. Faceless Publishers
  2. Exponent Podcast: Blockchain Beauty Contest
  3. Facebook Content Guidelines, Facebook Video, Amazon Prime Video on Apple TV
  4. Ford Fires CEO, Car Companies and the Future, Anthony Levandowski vs. Google
  5. Tulips, Myths, and Cryptocurrencies
  6. Second-Generation TensorFlow Processing Units, What are TPUs?, Groq
  7. Exponent Podcast: Business Matters
  8. Boring Google
  9. The Uber Disaster Round-up, Waymo and Lyft Form Partnership
  10. Microsoft Build, iTunes on the Windows Store
  11. WannaCry About Business Models
  12. Exponent Podcast: The Job of Local News
  13. Snap Earnings, Seasonality Versus Maturity, Snap’s Missing Business
  14. Amazon Echo Show, Siri Speaker, Echo Look
  15. The Local News Business Model
  16. Facebook Earnings, Advertisers Won’t Save Local News, Bret Stephens and the NYT Business Model
  17. Exponent Podcast: WeChat, China, and Apple
  18. Apple-WeChat Follow-up, Windows 10 S and the Education Market
  19. Apple’s China Problem
  20. Twitter Earnings, Twitter’s Video Push, Amazon Earnings
  21. Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google

April 2017

  1. Exponent Podcast: It’s Complicated
  2. ESPN’s Cuts, ESPN’s History, ESPN: From Franchise to Business
  3. Not OK, Google
  4. Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
  5. The New York Times Versus Uber, Uber Versus Apple, Apple Versus Tencent
  6. Exponent Podcast: Lamentation Not Condemnation
  7. Facebook and Antitrust, Mark Zuckerberg’s Platform Obsession, The Camera Effects Platform
  8. Facebook and the Cost of Monopoly
  9. Airbnb Versus Hotels, The FCC and Differences of Opinion, Airbnb Versus Uber
  10. Nintendo Discontinues NES Classic Edition, A Brief History of Nintendo, Nintendo’s Solipsism
  11. Exponent Podcast: Moral Hazard
  12. Jeff Bezos’ Annual Letter, Facebook Messenger and Payments, Facebook Instant Articles Fizzing?
  13. Apple to Build Own GPU, The Evolution of GPUs, Apple and the General-Purpose GPU
  14. Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million
  15. The Walt Mossberg Brand
  16. Exponent Podcast: Screw-ups Are Fun!
  17. SpaceX Reuses a Rocket; The Music Industry: Winning and Whining; Spotify, Universal Agree to New Deal
  18. Twitter Loses NFL Streaming, Amazon Adds NFL Streaming, Apple and the Mac Pro
  19. Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart

March 2017

  1. Exponent Podcast: Statistics Gone Wild
  2. Artificial Intelligence Follow-up, FCC Privacy Rules Overturned, Winners and Losers
  3. The Arrival of Artificial Intelligence
  4. Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s
  5. Medium and Bundle Economics, Text vs Music vs Video, Another Uber Scandal
  6. Exponent Podcast: Smiling Curves and Self-Driving Cars
  7. Medium Membership, Medium Content, The Medium Newspaper
  8. Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
  9. On Agency Commissions and Fees, Google’s Advertising Changes, Foursquare Analytics
  10. Ad Agencies and Accountability
  11. Microsoft Teams Launches, Integration Versus Hybrid, Complexity and Strategy
  12. Waymo’s Lawsuit Against Uber, Existential Logic, Uber — and Google’s — Miscalculation
  13. Intel, Mobileye, and Smiling Curves
  14. Blocking and Tackling, Breaking Down the BBC Interview, Medium and Going Viral
  15. Exponent Podcast: To Be an Outlaw
  16. Google Next, Box Earnings
  17. Tech Morality, Facebook and the BBC, Wikileaks’ CIA Trove
  18. The Uber Conflation
  19. Fake News and Facebook, Filter Bubbles and People, Google’s Featured Snippets Problem
  20. Disney and Differentiated Content, Snap and Hardware
  21. YouTube TV, YouTube’s Motivation, The Media Companies’ Motivation

February 2017

  1. Google Assistant Added to Android, Amit Singhal Out at Uber
  2. Twitter, Live, and Luck
  3. Exponent Podcast: The Most Political
  4. James Allworth: Founders and Motivation
  5. Crisis at Uber, Uber’s Culture, Who is Responsible?
  6. Facebook’s Incentives and Confirmation Bias, James Allworth: Founders and Motivation, Follow-up
  7. Manifestos and Monopolies
  8. Ben @ Code Media on The Great Unbundling
  9. Exponent Podcast: Snap’s Gingerbread Strategy
  10. DistroKid, The “Publisher’s Right”, Shopify Results
  11. Planet of the Apps, #DeleteUber, Amazon Earnings
  12. Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
  13. Snap’s Apple Strategy
  14. Exponent Podcast: Dull Knives Don’t Cut
  15. Slack Launches Slack Grid, An Interview with Stewart Butterfield
  16. Apple Earnings, Fitbit Earnings, Nintendo Earnings

January 2017

  1. Inspired Media
  2. Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
  3. Exponent Podcast: Snakes and Ladders
  4. Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings
  5. Twitter Sells Fabric, Snapchat User Growth Concerns, What Makes Snapchat Valuable?
  6. Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
  7. The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
  8. Exponent Podcast: TV is the Oak Tree
  9. The Great Unbundling Follow-Up, Netflix Earnings, The New York Times 2020 Report
  10. The Great Unbundling
  11. Xiaomi Retrenches, Lenovo’s Smartphone Struggles, The Chinese Consumer Market and Smartphones
  12. Exponent Podcast: The Anniversary Episode: iPhone and Exponent
  13. The Facebook Journalism Project, Why Facebook Fails as a Platform, How Facebook Can Truly Help the Media — and Itself
  14. Chris Lattner Leaves Apple…for Tesla; Does Apple Have a Problem?
  15. Atlassian Buys Trello, Yahoo => Altaba
  16. The Ten Year Anniversary of the Apple TV
  17. Exponent Podcast: Fate Has a Sense of Irony
  18. Alexa Follow-Up; Alexa vs Cortana, Siri, Google Assistant; Medium Retrenches
  19. Alexa: Amazon’s Operating System
  20. Airbnb Christmas Q&A, Airbnb and Flights, Apple-China Follow-up

2016 229

December 2016

  1. Trump Appoints China Hawk to Trade Council, Apple and Chinese Manufacturing, Automation and Apple’s Risk
  2. The 2016 Stratechery Year in Review
  3. Uber Losses (But China Gains?), Uber and Unit Economics, Reconsidering Uber
  4. Super Mario Run, Nintendo’s Bad Reviews, Apple’s App Store Failures
  5. Exponent Podcast: Shattered Glass
  6. Tech and Trump: The Meeting, Google Self-Driving Cars = Waymo, Uber Deploys Self-Driving Cars in San Francisco
  7. Tech and Trump, Tech and Politics
  8. The State of Technology at the End of 2016
  9. Slack + G Suite; Facebook Facing Board Lawsuit; Yik Yak Layoffs
  10. Opendoor Follow-up, Fitbit Buys Pebble Assets, GoPro Closes Entertainment Unit
  11. Opendoor: A Startup Worth Emulating
  12. OpenAI Universe and DeepMind Lab, Amazon Go
  13. Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
  14. Exponent Podcast: Google Versus AWS
  15. Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching

November 2016

  1. How Google Is Challenging AWS
  2. AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks
  3. Ctrip Buys Skyscanner, Ctrip’s International Potential, Airbnb Rumored to Buy Xiaozhu
  4. Facebook’s China Censorship Tool, The Fake News Connection, A Thanksgiving Note
  5. Amazon Explores Sports Rights, Insta-Snapchat-Gram, Zuckerberg on Fake News
  6. Exponent Podcast: Sins of Commission and Omission
  7. Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO
  8. Fake News
  9. Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition
  10. Snapchat Spectacles “Launch”, Facebook’s Real Problem
  11. Exponent Podcast: The Backlash Has Arrived
  12. Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates
  13. Donald Trump is the President-Elect, Tech Under Trump, The Big Picture
  14. Why Twitter Must Be Saved
  15. Microsoft Teams versus Slack, Facebook Earnings
  16. Exponent Podcast: Should Apple Buy Netflix?
  17. Slack and the Macintosh, Microsoft Teams, Slack’s Ad
  18. Google Earnings; The Problem with Alphabet; Twitter Earnings, Layoffs, Vine
  19. Why Apple Shouldn’t Buy Netflix, Amazon Earnings

October 2016

  1. Apple Should Buy Netflix
  2. Surface Studio, Nintendo Switch, and Niche Strategies
  3. Apple Earnings, The End of Google Fiber
  4. AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings
  5. AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective
  6. Exponent Podcast: The Disruption of Everything
  7. Follow-up, Snapchat Changes Publisher Monetization, The Return of the Bundle?
  8. The IT Era and the Internet Revolution
  9. Netflix Earnings, The Apple Car Reset
  10. Nobody Wants Twitter, VMware Cloud on AWS, Amazon Convenience Stores and Amazon Music Unlimited
  11. Exponent Podcast: Defining Consumerization of IT
  12. Workplace by Facebook, Why Facebook Should Buy Okta, The Oculus Connect 3 Keynote
  13. Chat and the Consumerization of IT
  14. Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
  15. Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
  16. Exponent Podcast: Google’s New Business Model
  17. Why Google’s Pixel-Android Strategy is Smart, Samsung Buys Viv, Google Home
  18. Google and the Limits of Strategy
  19. Facebook Marketplace and Craigslist, Marketplace Potential, What is Facebook?
  20. Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits

September 2016

  1. Exponent Podcast: Fashionable to Be Cynical
  2. Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch
  3. Wearable Follow-Up, Google’s Amazon Problem, Marriott and SPG Combine Loyalty Programs
  4. Snapchat Spectacles and the Future of Wearables
  5. How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric
  6. Exponent Podcast: Move On from the 80s
  7. Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google
  8. Oracle’s Cloudy Future
  9. Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
  10. Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
  11. Exponent Podcast: The Dark Side of the Facebook
  12. Apple Watch = Health and Fitness; Apple’s Shifting Strategy; Beyond the iPhone, Continued
  13. What the Media Misses About Facebook, Facebook’s Missing Humans, Will the iPhone 7 Be a Hit?
  14. Facebook Versus the Media
  15. Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
  16. Exponent Podcast: Meditations on Courage
  17. Beyond the iPhone
  18. Twitter to Sell?, Twitter’s Paradoxes, Whither Google?
  19. Samsung “Recalls” Galaxy Note 7, Fitbit Updates Fitness Trackers, Apple to Repatriate Profits?
  20. Apple’s EU Tax Problem, How Apple Pays Taxes…Eventually, Everyone is a Loser

August 2016

  1. Google, Uber, and the Evolution of Transportation-as-a-Service
  2. A Review of Apple Pay and Apple Leverage, Apple Versus Australia’s Banks, Consumers and Competition
  3. BuzzFeed Reorganizes, WhatsApp Eases Privacy Rules
  4. Tim Cook on Security, Microsoft’s Boot Loader Mistake, NSA Exploits Stolen
  5. Sports and TV Follow-up, Intel Licenses ARM IP
  6. The Sports Linchpin
  7. Apple’s PR Push, Maps and Apple’s Organizational Structure
  8. Google Earnings, Microsoft Earnings
  9. Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings
  10. Walmart and the Multichannel Trap
  11. Apple Earnings, Apple Car Updates, Apple TV and Leverage
  12. Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
  13. The Audacity of Copying Well
  14. Uber-Didi Follow-up, SalesForce Buys Quip
  15. Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
  16. Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?

July 2016

  1. Exponent Podcast: Following a Pokémon Off a Cliff
  2. Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
  3. Dollar Shave Club and the Disruption of Everything
  4. Netflix Earnings, Netflix and the Aggregation Dream
  5. Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter
  6. Amazon Prime Day and Prime Challenges, Facebook Diversity Numbers Don’t Budge
  7. Facebook and Twitter to Stream Conventions; ESPN Going Over-the-top, Kind-of
  8. A Technical Glitch
  9. The Pokémon Go Phenomenon, Nintendo’s Pivot, Additional Notes on Pokémon Go
  10. Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
  11. Snapchat’s Facebook Moment, China Cracks Down on Apps and Social Networks
  12. The Tesla Autopilot Fatality, Uber Partners with Hertz
  13. Exponent Podcast: Ballots Versus Guillotines

June 2016

  1. Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
  2. Airbnb Raising Money, Airbnb and Hotels?, Airbnb Sues San Francisco
  3. The Brexit Possibility
  4. Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
  5. Podcast: Exponent Episode 084 — A New World Order
  6. Brexit and Tech; More on Musk, Tesla, and Solar City; The Allure of Live: Facebook and ESPN
  7. A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell
  8. TV Advertising’s Surprising Strength — And Inevitable Fall
  9. Why LinkedIn Sold, Dropbox is Cash Flow Positive
  10. Podcast: Exponent Episode 083 — Microsoft & LinkedIn versus Apple & WWDC
  11. Snapchat’s Advertising API, Snapchat Versus Facebook, Offline Tracking
  12. WWDC Followup: Apple Watch, Apple TV, Siri, Privacy
  13. Microsoft and Apple Double Down
  14. WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging
  15. Podcast: Exponent Episode 082 — A Podcast About Podcasts
  16. Apple Makes Major Changes to App Store, The App Store and Apple’s Nature, Additional Notes
  17. Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
  18. The Future of Podcasting
  19. Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus
  20. Podcast: Exponent Episode 081 — We Have Always Been at War with Amazon
  21. Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
  22. Jeff Bezos at the Code Conference, Recent Amazon News

May 2016

  1. Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM
  2. Exponent Podcast: Multiple Full Circles
  3. Peter Thiel, Comic Book Hero
  4. Apple and the Long Run, How Satya Nadella Killed Windows Phone
  5. The Curse of Culture
  6. Google I/O Overview, Announcements; TensorFlow Processing Units
  7. Exponent Podcast: Twerk the Algorithm
  8. Google’s Go-to-Market Gap
  9. Trouble at Lending Club, Lending Club and Aggregation Theory, What Went Wrong
  10. Amazon Private Label, Facebook Audience Network Adds Video Ads
  11. Apple, Didi, and Occam’s Razor; Uber in China
  12. Google v Oracle, Round 3; FTC Re-Opening Google Search Investigation?; Facebook and Filter Bubbles
  13. Defending Facebook, Amazon Video Direct
  14. The Real Problem With Facebook and the News
  15. Uber Loses in Austin, Uber and the Zenefits Test
  16. Exponent Podcast: Bending Trees
  17. The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
  18. Doubting the iPhone Revisited, What Has Changed, On Being Bearish
  19. Everything as a Service
  20. Amazon Earnings, Amazon’s Cloud War

April 2016

  1. Exponent Podcast: Physical Goods
  2. Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification
  3. Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
  4. Antitrust and Aggregation
  5. Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
  6. Exponent Podcast: Apple’s Organization and Services
  7. Google Accused of Antitrust Violations, What Now for Google?, The Danger of Unicorns
  8. Services and Apple’s Strategy, The Power of a P&L, Intel Restructures
  9. Apple’s Organizational Crossroads
  10. App Store Search Ads
  11. App Store Search Ads, Amazon Splits Up Prime, The Kindle Oasis
  12. Exponent Podcast: Baby Picture Bots
  13. The Problem with Facebook’s Ten-Year Plan, Is BuzzFeed Struggling?
  14. Facebook, Phones, and Phonebooks
  15. The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption
  16. Update on the Fight over iPhone Security, Encryption Under Attack, WhatsApp Adds Encryption
  17. Exponent Podcast: Tesla Fervor
  18. Twitter to Stream NFL Thursday Night Games, About That Gmail April Fool’s Joke
  19. Tesla Skepticism and Superchargers, Medium for Publishers
  20. It’s a Tesla
  21. A Brief History of Build, The Linux Command Line, Open Source Xamarin
  22. Exponent Podcast: Get Off My Lawn!

March 2016

  1. Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage; Microsoft’s Bot Parade
  2. Snapchat’s Ladder
  3. The FBI Unlocks the San Bernardino iPhone, Sony to Make a New PS4?
  4. Sundar Pichai’s Greatest Achievement To-Date, The VR Era Begins, Facebook Versus Oculus
  5. Exponent Podcast: Low Hanging Fruit
  6. Blendle Launches in the U.S., An Interview with Alexander Klöpping, Apple Pay Coming to Websites
  7. Understanding Today’s iPhone Market, Characterizing the iPhone SE, The iPhone SE Market
  8. Andy Grove and the iPhone SE
  9. The Significance of AlphaGo, Google to Sell Boston Dynamics, Google’s Self-Driving Car Will Take Awhile
  10. Exponent Podcast: Pickaxe Retailers
  11. Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta
  12. Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?
  13. The Amazon Tax
  14. WeWork Now Worth $16 Billion, Google Joins Open Compute Project
  15. Exponent Podcast: Is That an Echo?
  16. Microsoft SQL Server to Run on Linux, Box’s Great Quarter
  17. More on Bitcoin, Samsung and Designing Software, The Problem with Holacracy
  18. Bitcoin and Diversity
  19. Amazon Echo Expands, The Nest Failure, Microsoft and Slack
  20. Exponent Podcast: Wrapped Around an Axle
  21. Voters Decide Follow-up, Slack Raising Money, Quitting Slack
  22. The Voters Decide
  23. Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI

February 2016

  1. Microsoft Earnings, Microsoft Acquires Xamarin, Microsoft Discontinues Android App Bridge
  2. Exponent Podcast: Binary Backdoors
  3. Condé Nast, Hearst Form Joint Venture; Stripe Atlas; An Interview with Stripe CEO Patrick Collison
  4. Apple-FBI Follow-up; Xiaomi, Samsung, LG and High-End Android, Spotify Moves to Google’s Cloud
  5. Apple, the FBI, and Security
  6. Bill Simmons to Launch ‘The Ringer’; More Media Notes on Yahoo, BuzzFeed, Vox
  7. Exponent Podcast: Weighing and Voting
  8. Why New iPhones Are Also Vulnerable, This Case is Not About Encryption, Battles Versus Wars
  9. Apple Versus the FBI, Understanding iPhone Encryption, The Risks for Apple and Encryption
  10. Kanye West and Tidal, The Problem with Exclusivity, Pandora for Sale?
  11. Zenefits and Regulation
  12. Exponent Podcast: You Don’t Know What You Don’t Know
  13. Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India
  14. Follow-up, Snapchat’s Deal with Viacom, Verizon Exploring Yahoo Purchase, Disney
  15. The Reality of Missing Out
  16. Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?
  17. Ben Bajarin: The Beginning of the End of Qualcomm, The Disruptive Nature of ARM
  18. Ellen Chisa: Crowdfunding and the Internet, An Overview of Crowdfunding Platforms, Creating a Sustainable Crowdfunding Platform
  19. Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
  20. Josh Horwitz: Uber in China, What Uber Got Right, Is Second Place Winning?

January 2016

  1. Exponent Podcast: Competing Against Non-Consumption
  2. Facebook Earnings, Five Facebook Facts, Additional Facebook Observations
  3. Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
  4. How Facebook Squashed Twitter
  5. Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances
  6. Exponent Podcast: Disrupting Trump
  7. SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits
  8. The FANG Playbook
  9. WhatsApp Drops Subscription Fee, Messaging’s Monetization Potential, GM Acquires Sidecar Remnants
  10. Exponent Podcast: Driving Into the Future
  11. Apple Scales Back iAds, The Apple News Mess
  12. Car Follow-up, The Apple Car, Uber’s Financials
  13. Cars and the Future
  14. Xiaomi’s Struggles, Samsung Hardware Rumors
  15. Exponent Podcast: Give Some to Get Some
  16. Netflix Goes Global, iPhone Worry
  17. Twitter 10,000, The Problem with Links, The Business of Expanded Tweets
  18. A Politics For Technology
  19. CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games

2015 265

December 2015

  1. The Big 5 Year in Review: Apple, Google, Microsoft, Amazon, and Facebook
  2. The 2015 Stratechery Year in Review
  3. Christmas Gifts and the Meaning of Design
  4. SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance
  5. Star Wars Grosses >$500 million, Disney: Cable or Content?, Goldman Sachs Recants on Microsoft
  6. Exponent Podcast: OpenAI and Strategy Credits
  7. Apple’s Executive Shuffle, Adele’s Concert Tickets
  8. Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger
  9. Slack and the State of Technology at the End of 2015
  10. Craig Federighi on Swift, Taylor Swift’s 1989 on Apple Music
  11. OpenAI, Artificial Intelligence and Data, Data and Recruiting
  12. Atlassian’s IPO and the Evolution of Dev Tools, Facebook Open-Sources Machine-Learning Hardware, Microsoft Open-Sources Chakra
  13. Apple Drops Planned Live TV Service, YouTube’s Top Ten Videos of 2015, Apple and the NFL?
  14. Dropbox Kills Carousel and Mailbox, Facebook Kills Creative Labs
  15. The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber
  16. Exponent Podcast: Beyond Disruption
  17. Stratechery Gifts and Announcements, Apple Open-Sources Swift
  18. Tesla and Beyond Disruption, As Yahoo Turns
  19. Beyond Disruption
  20. Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling

November 2015

  1. Amazon Unveils New Drone Video, Amazon Flying Airplanes?, Amazon the Logistics Company
  2. Google and the Shift From Web to Apps, Indexing App-Only Content, Streaming Apps
  3. Google Hires Diane Greene, Google the Cloud Company?
  4. Exponent Podcast: Fashion in PC Gaming
  5. Adele Won’t Stream 25, Windowing Versus Piracy
  6. “Selling Feelings” Follow-up, Match.com’s IPO and Tinder, The Sean Rad Interview
  7. Selling Feelings
  8. Marriott Acquires Starwood, Online Travel Agents and Aggregation, Surviving as an Incumbent
  9. Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch
  10. Sequoia Scouts, Fidelity Cuts Value of Unicorns
  11. TensorFlow and Monetizing Intellectual Property
  12. Comcast’s Inevitable Data Caps; T-Mobile Offers Free Video; America Versus Europe on Net Neutrality
  13. Atlassian Files for IPO, Square Prices IPO Below Last Round
  14. Microsoft’s OneDrive Debacle, Google One Take Two, Google Developing Smartphone Chips?
  15. Exponent Podcast: The Attention Market
  16. Why ESPN Was Justified in Killing Grantland, Did ESPN Overpay for Sports Rights?, Disney Earnings
  17. A New Publishing Model…Maybe; Facebook Earnings, Facebook Sharing
  18. Grantland and the (Surprising) Future of Publishing
  19. Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming
  20. Android > Chrome, LinkedIn’s Business Model Beats

October 2015

  1. Exponent Podcast: The User Experience
  2. Twitter Follow-up, Nintendo’s Conundrum
  3. Twitter’s Opaque Earnings, Twitter’s Misaligned Advertising Business, Twitter’s New Ad
  4. Stop Doubting the iPhone, The Macintosh Company
  5. Stop Doubting the iPhone, The Macintosh Company
  6. Chase Pay and the Payments Stack, Apple Pay and Opportunity Cost, Applying Aggregation Theory
  7. Google Earnings and the Shift to Mobile, The Steve Jobs Movie
  8. Exponent Podcast: YouTube Red
  9. Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
  10. YouTube Red, Yahoo Stumbles
  11. In Defense of The New York Times
  12. Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation
  13. Meituan-Dianping Merge in China, Facebook Messenger’s Business Model, Facebook and Teens
  14. Exponent Podcast: AWS and Venture Capital
  15. Venture Capital Follow-up, Square Files for IPO, Concerns About Theranos
  16. Venture Capital and the Internet’s Impact
  17. Twitter Suspends Accounts Over GIFs, SnapChat Shuts Down Snap Channel, More on Moments
  18. AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
  19. Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
  20. The Web-App Tradeoff, Google’s Accelerated Mobile Pages Project, A Win for the Web
  21. Twitter’s Moment
  22. Jack Dorsey Named Twitter CEO, The Problem With Daily Fantasy
  23. Exponent Podcast: Check Facebook Time
  24. China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
  25. Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
  26. The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.

September 2015

  1. The Facebook Epoch
  2. What is Medium Doing?, Facebook Updates Notes
  3. Exponent Podcast: Connect the Dots
  4. Onshape and Disruption, Office 365 and Sustaining Innovation
  5. Are Ebooks Declining, or Just the Publishers?, Oyster Goes Out of Business, Media Notes
  6. Disconfirming Ebooks
  7. About that Apple Car (and Jony Ive), The 21 Inc Bitcoin Computer
  8. Malware Hits iOS, The Importance of the App Store, XcodeGhost: What Happened and What Now?
  9. Exponent Podcast: All About Ads
  10. The Amazon Fire Lineup, The Apple TV, Cable’s User Experience Advantage
  11. Medium and the Publishing Long Tail, Content Blockers and Facebook, Amazon Prime and the Washington Post
  12. Popping the Publishing Bubble
  13. Stripe Relay, Stripe’s Differentiation and Challenges, Mobile E-Commerce and Relay
  14. The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program
  15. Exponent Podcast: Segue
  16. App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories
  17. From Products to Platforms
  18. Okta is a Unicorn, BlackBerry Acquires Good Technologies
  19. Steve Jobs: The Man in the Machine, What I’m Watching For at the Apple Event
  20. Exponent Podcast: The Amazon of Podcasts
  21. Features and Networks, Tesla Model X Pricing Revealed, Consumer Reports and the Tesla P85D
  22. UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes
  23. Uber 2.0: Human Self-Driving Cars
  24. Amazon Retrenches on Hardware, Apple to Create Original Programming?

August 2015

  1. Ballmer’s Bad Bundle Economics, Netflix Loses Epix Movie Deal
  2. Aggregation and Antitrust, BuzzFeed Makes News, BuzzFeed’s Valuation in Perspective
  3. Aggregation and the New Regulation
  4. Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN
  5. The New York Times on Amazon, Jeff Bezos’ Email, Why Work for Amazon
  6. China’s Yuan Depreciation, The Yuan’s Effect on Apple, The Yuan and Unicorns
  7. The Liability Shift and the Apple Pay Opportunity, The Apple Pay Advantage, MCX Unravels
  8. Do You Trust Larry Page?
  9. Verizon Changes Rate Plans, The Importance of Upgrades, iMessage and the U.S. Market
  10. ESPN Follow-up, BAM Tech and Bundle Logic, No Apple MVNO and the Apple TV
  11. Why Disney and ESPN Will Be OK
  12. German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors
  13. Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization

July 2015

  1. Facebook’s Impressive Consistency, Yelp’s Employee Problem
  2. The Case for Jack Dorsey, Twitter CEO
  3. Intel and the Delay in Moore’s Law, Another Android Vulnerability
  4. Amazon’s Transformation, The Apple Music Backlash
  5. In Defense of Markets, The Qualcomm Mess, Uber and de Blasio
  6. The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings
  7. Aggregation Theory
  8. Google’s Impressive Earnings, Ebay’s Uncertain Future
  9. Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
  10. Why Web Pages Suck
  11. Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game
  12. Apple Loses E-books Appeal; Apple Music and Antitrust; Producers, Consumers, and Apple
  13. The Best Twitter Day Ever, The End of Windows Phone
  14. Netflix and the Conservation of Attractive Profits
  15. The Reddit Rebellion, How Should Reddit Make Money?, The Disappearance of High-End Android
  16. Is Safari the Next IE?; Rendering Engines and the Sweet Solution; China’s Stock Bubble, Continued
  17. Airbnb’s Externalities, Sharing and Culture, PayPal Acquires Xoom
  18. Airbnb and the Internet Revolution

June 2015

  1. WeWork and Bubble Talk, Uber’s Losses, Microsoft Exits Consumer Space
  2. WeWork Worth $10 Billion, Three WeWork Comps
  3. Summer Update, Slack Strong, The Dropbox Cautionary Tale
  4. Curation and Algorithms
  5. YouTube Gaming, Network Defensibility, The Applicability of Metcalfe’s Law
  6. Taylor Swift v Apple
  7. Exponent Podcast: In Aggregate
  8. Twitter Lightning, Twitter’s Communication Problem, Buzzfeed’s New News App
  9. Unicorns Follow-up; Uber, Contractors, and Employees; Microsoft and the End of the Ballmer Era
  10. Unicorns
  11. Evernote Seeking New CEO, E3 and the End of Exclusives, Playstation Vue’s “A La Carte” Offering
  12. Uber in China, Didi Kuaidi Raising $1.5 Billion, China Scale and Apple Maps
  13. Exponent Podcast: An Exhausting Week
  14. Dick Costolo Out as Twitter CEO, Costolo’s Key Shortcoming, Twitter’s Next CEO
  15. Battle of the Box, Updated; Apple Enables Ad-Blockers
  16. The News App, Open Source Swift, Additional Notes from the WWDC Keynote
  17. Apple Music and Apple’s Focus
  18. Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
  19. Exponent Podcast: Apple, Google, and Privacy
  20. Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem
  21. Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker
  22. The Funnel Framework
  23. China: A Disclaimer, Reasons for Concern, Connecting the Dots…Or Not
  24. Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera

May 2015

  1. Google I/O: Android and Serving the World; Photos, Google Now, and the World’s Information; Google’s Turning Point
  2. Google I/O: Android and Serving the World; Photos, Google Now, and the World’s Information; Google’s Turning Point
  3. Vox Acquires Recode; Stars, Money, and Reach; The Apple Car and Jony Ive
  4. 21 Inc. and the Future of Bitcoin
  5. Jony Ive “Promoted”, The Implications of Not Managing, What About Apple?
  6. Podcast: Exponent 046 — Everything Has a Price
  7. Medium the Network, Automattic Buys WooCommerce, Google and the Value of Identity
  8. Apple Watch, Platforms, and Ecosystems; AdBlock Plus Launches Android Browser; Spotify and the Power of Labels
  9. Apple Watch and Continuous Computing
  10. Carriers to Implement Ad-Blocking?, Mad Men and Optimism, Spotify and Starbucks
  11. Google Launching Buy Button, Instagram’s E-Commerce Possibilities, Pinterest’s Challenges
  12. Exponent Podcast: It’s a Watch that Does Stuff
  13. Google’s BeyondCorp, Reddit’s Anti-Harassment Policy, Speech and Abuse on the Internet
  14. Cisco’s Results — and Future, Tencent’s Advertising Shift
  15. Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising
  16. China Slowing, Apple Growing; Is Tesla Disruptive?
  17. Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy
  18. Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update
  19. AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice
  20. The AWS IPO
  21. Welcome to Stratechery 3.0
  22. LinkedIn Misses, Sony’s Retreat

April 2015

  1. Podcast: Exponent 044 – Up in the Clouds with Twitter
  2. Twitter Follow-up, Microsoft’s Build Keynote
  3. Twitter Needs New Leadership
  4. Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy
  5. Getting Amazon (Partly) Wrong, Xiaomi in India
  6. Exponent: Project Fi and Facebook’s Feed
  7. Daily Update: Amazon, Microsoft, and Google Earnings
  8. Daily Update: Facebook Earnings, Google Launches Project Fi
  9. Facebook and the Feed
  10. Daily Update: Samsung’s Retreat, The Uncrossable Curve?, Gawker Writers Seek to Unionize
  11. Daily Update: Moore’s Law at 50, BuzzFeed and Advertiser Pressure
  12. Exponent Podcast: Monopolizing Your Ears
  13. Daily Update: Remembering Microsoft’s Antitrust Trial, Microsoft and Yahoo Renegotiate Search Deal, Microsoft Partners with Cyanogen
  14. Daily Update: Twitter Follow-up, EU Begins Antitrust Action Against Google, Is Antitrust the Answer?
  15. Twitter and What Might Have Been
  16. Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
  17. Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
  18. Podcast: Exponent 041 – Bubbles
  19. Daily Update: BuzzFeed Busted, LinkedIn Buys Lynda.com
  20. Daily Update: Valuation Versus Risk Bubbles, Apple Watch Reviews Drop
  21. It’s Not 1999
  22. Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
  23. Daily Update: Learning From the Economist, NYT Now to be Free
  24. Podcast: Exponent 040 – BuzzFeed and Amazon
  25. Daily Update: Apple Watch’s Bad Messaging; On Meerkat, Periscope, and Bad Journalism
  26. Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
  27. Tidal and the Future of Music

March 2015

  1. Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
  2. Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed
  3. Podcast: Exponent 039 – Lando Calrissian Publishers
  4. Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
  5. Daily Update: Facebook’s Messenger Announcement, Other F8 Announcements, Apps Matter (and Facebook Knows It)
  6. The Facebook Reckoning
  7. Daily Update: Facebook to Host Media Content, Vox’s Facebook Strategy and Keywee, Bill Simmons’s Next Move
  8. Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
  9. Podcast: Exponent 038 – Feeds and Speeds for Life
  10. Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations
  11. Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance
  12. The Changing — and Unchanging — Structure of TV
  13. Daily Update: Nintendo to Build Smartphone Games
  14. Daily Update: Why Bill Gurley is Wrong About Facebook, YouTube’s Competition
  15. Exponent Podcast: Apple Watch, Take Two
  16. Daily Update: Nuzzel and the Unbundling of Twitter, Snapchat Valuation Rises, Medium and Custom Domains
  17. Daily Update: Miraculous Meerkat, GigaOm Goes Out of Business
  18. How Apple Will Make the Wearable Market
  19. Daily Update: Notes From the Apple "Spring Forward" Event
  20. Daily Update: It’s a Watch!, Net Neutrality and Zero Rating
  21. Daily Update: Apple Watch Preview, On the Apple Edition Price, The Pebble Time
  22. Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
  23. Why BuzzFeed is the Most Important News Organization in the World
  24. Daily Update: The Samsung Galaxy S6, Samsung Pay, HTC: Industrial Design for Hire

February 2015

  1. Exponent Podcast: Tradeoffs
  2. Daily Update: Net Neutrality Passes, Pointer Events and Elitism
  3. Daily Update: Where is YouTube on the Publishing Curve?, Sites About Everything, Larry Sanders and The Player’s Tribune
  4. Daily Update: Google Wallet, Softcard, and the Perils of Modularization
  5. Old-Fashioned Snapchat
  6. Daily Update: Lenovo’s Superfish Debacle, AT&T Prices Privacy
  7. Redmond and Reality
  8. Daily Update: FiftyThree and the App Store, Three Notes on China
  9. Podcast: Exponent 035 – Fascinating
  10. Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
  11. David Carr’s Doubt
  12. Daily Update: Xiaomi and the U.S.; Slack, Momentum, and Microsoft; David Carr Passes Away
  13. Daily Update: Touch ID and Identity, Twitter Acquires Niche, Baidu Results Disappoint
  14. Apple’s New Market
  15. Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
  16. Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
  17. Podcast: Exponent 034 – The Story of Stratechery
  18. Daily Update: Twitter’s Results, Algorithm, and Value
  19. Daily Update: Net Neutrality!, Microsoft is Seizing Their Mobile Opportunity
  20. Daily Update: Samsung and Qualcomm, AOL: Stuck in the Middle, New York Times Reports Strong Results
  21. Daily Update: LINE Launches Grocery Services, Google Versus Uber?
  22. Blogging’s Bright Future

January 2015

  1. Podcast: Exponent 033 – Apple Fans and the Future
  2. Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)
  3. Daily Update: Facebook Earnings, Naver/LINE Disappoint
  4. Bad Assumptions
  5. Daily Update: Apple Earnings
  6. Daily Update: Microsoft Earnings
  7. Dear Zoë Keating: Tell YouTube to Take a Hike
  8. Podcasts: Exponent 032 – Follow-up and Frustration; This Week in Tech; The Talk Show
  9. Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
  10. Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)
  11. The End of Trickle-Down Technology
  12. Daily Update: What is Happening with Bitcoin?, Republicans and Net Neutrality, Uber Market > Taxi Market
  13. Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From
  14. Podcast: Exponent Episode 031 – Flabbergasted
  15. Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
  16. Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes
  17. Daily Update: Cloud First, Jet.com Taking on Amazon, A Teenager’s View on Social Media Follow-Up
  18. Mobile First
  19. Daily Update: A Teenager’s View on Social Media and the Social Communications Map
  20. Podcast: Exponent Episode 030 – Xiaomi
  21. Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things
  22. Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings
  23. Xiaomi’s Ambition
  24. Daily Update: Sling TV, The Interview Makes $15 Million, Roku’s Smart TV Play
  25. Daily Update: Looking Forward to CES, Looking Ahead to 2015, Apple and the Functional High Ground

2014 318

December 2014

  1. The 2014 Stratechery Year in Review
  2. Daily Update: Christmas Gifts for Startups
  3. Daily Update: Christmas Gifts for Microsoft, Intel, and Amazon
  4. Christmas Gifts and the Meaning of Design
  5. Daily Update: Christmas Gifts for Google, Facebook, and Twitter
  6. Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi
  7. Podcast: Exponent Episode 029 – Drones
  8. Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts
  9. Daily Update: Thinking Twice on Drones, by James Allworth
  10. Daily Update: Xioami’s Profit, Xiaomi to Sell Air Purifier, Xiaomi India Ban Lifted
  11. The State of Consumer Technology at the End of 2014
  12. Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars
  13. Podcast: Exponent Episode 028 – Squirrel!
  14. Daily Update: Box Updates S-1 (and Look Great), Instagram Passes 300 Million, Microsoft Acquires HockeyApp
  15. Daily Update: The Silver Lining in Sony and Target, Iowa Launches Smartphone Driver’s License, Xiaomi Banned in India
  16. Daily Update: App Store Anguish, Old Apple’s Last Stand, Time for a Change?
  17. Docker and the Integrated Open Source Company
  18. Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India
  19. Podcasts: Exponent 027 – Regulation, Stagnation, and Culture, The Jay and Farhad Show
  20. Daily Update: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
  21. Daily Update: How to Violate Privacy Like a Professional, Microsoft Acquires Acompli, Amazon’s Kiva Cleverness
  22. Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
  23. Best
  24. Daily Update: The Solo Selfie and Its Cool Factor, The Donut Selfie and Its Creator
  25. Daily Update: Why Vox (and BuzzFeed) are Valuable; Outbrain Filing for IPO

November 2014

  1. Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
  2. Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce
  3. Why Uber Fights
  4. Daily Update: Yik Yak and the Social-Communication Map, Recode Removes Comments, The Problem with Apple’s (RED) Campaign
  5. Podcast: Exponent 026 – GROW GROW GROW FIGHT FIGHT FIGHT
  6. Daily Update: Uber and the Tyson Zone, Facebook Launches Groups App, Taobao Goes International
  7. Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
  8. Differentiation and Value Capture in the Internet Age
  9. Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
  10. Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
  11. Daily Update: Facebook’s Trio of Announcements, Apple Adds UnionPay, The Web Isn’t Dying
  12. Podcast: Exponent Episode 025 – Twitter and Taylor
  13. Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
  14. An Update on the Stratechery Membership Program
  15. Daily Update: Bandcamp, Tencent Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement
  16. Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
  17. Two Microsofts
  18. Daily Update: The Problem with Broadband in America, Alibaba, Xiaomi Smash Records on Singles Day
  19. Daily Update: Qualcomm’s Challenges, Uber’s Potential
  20. Podcast: Exponent Episode 024 – A Celebratory Goblet of Champagne
  21. Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
  22. Daily Update: Getting Xiaomi All Wrong, How is Slack Worth $1.2 billion?
  23. Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
  24. How Apple Creates Leverage, and the Future of Apple Pay
  25. Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
  26. Site Announcement: New Forum for ALL Members

October 2014

  1. Podcast: Exponent Episode 023 – Apple Pay
  2. Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
  3. Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
  4. Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings
  5. Publishers and the Smiling Curve
  6. Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform
  7. Podcast: This Week in Tech – Good Touch, Bad Touch
  8. Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of
  9. Podcast: Exponent Episode 022 – Peak Google, Monologue Edition
  10. Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
  11. Daily Update: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文
  12. Peak Google
  13. Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
  14. Daily Update: Apple Earning, Apple Pay Launches
  15. Podcast: Exponent Episode 021 – Gamergate of Thrones
  16. Daily Update: Apple’s October Event – Why It Impressed, Notes and Observations
  17. Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
  18. The Diminished iPad
  19. Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
  20. Daily Update: More Amazon Bear Signals; Dropbox Hacked, Sort of…; Snapchat Too
  21. Daily Update: More on GT Advanced’s Shady Bankruptcy, Apple Watch in China Vogue, LINE Reveals MAUs
  22. Daily Update: GT Advanced’s Bankruptcy, The Magazine is Shutting Down, Priceless Beats
  23. Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
  24. Daily Update: PayPal and Square, Facebook Payments?, Samsung: What Now?
  25. PayPal’s Incentive Problem
  26. Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow
  27. American Girl, Minecraft, and the Next Generation of Builders (Daily Update Sample)
  28. Podcast: Exponent Episode 020 – I Want You to Be Wrong
  29. Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
  30. Daily Update: The Player’s Tribune and Corporate Journalism, Box Delays IPO, Rovio Layoffs
  31. Daily Update: Ello Follow-up, Windows 10, Apple Watch in Paris

September 2014

  1. Ello and Consumer-Friendly Business Models
  2. Daily Update: China Approves the iPhone, Photoshop on Chromebooks, Technology = Tobacco
  3. Podcast: The Talk Show – The Edition Edition
  4. Daily Update: Facebook Launches Atlas, News as a Service
  5. Podcast: Exponent Episode 019 – Me, Myself, and Minecraft
  6. Daily Update: Shame on Bloomberg (and Apple); Apple Refutes Bend-gate; China Mobile Cutting Subsidies
  7. Daily Update: Why Next Year for Apple Watch, I Love the Blackberry Passport, Bill Simmons and Writer as Brand
  8. Why Now for Apple Watch
  9. Daily Update: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate
  10. Daily Update: Talko, Bye-bye Beats Music?, About that iPhone Line Film
  11. Don’t Blame Uber
  12. Daily Update: Japan and the Distinction Between Consoles and Mobile Gaming, Gaming in China and Asia, Xbox China Launch Delayed
  13. Podcast: Exponent Episode 018 – Agree to Disagree
  14. Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison
  15. Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
  16. What I Got Wrong About Apple Watch
  17. Daily Update: What I Got Wrong About Apple Watch, The Best iPhone Review, German Court Lifts Uber Ban
  18. Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade
  19. Microsoft’s Good (and Potentially Great) Minecraft Acquisition
  20. Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
  21. How Tim Cook Might Have Introduced Apple Watch, and Exponent Episode 017: Let’s End it There
  22. Daily Update: iPhone Delayed in China, Apple Watch Edition, Xiaomi Could Have Done Worse
  23. Daily Update: How Tim Cook Should Have Introduced Watch, Apple Pay and the Apple Watch, Microsoft to Buy Minecraft?
  24. Apple Watch: Asking Why and Saying No
  25. Daily Update: The New iPhones, Apple Pay, Good-bye iPod Classic
  26. Daily Update: Alibaba Opens Roadshow, Twitter Testing Purchases, Microsoft Rebrands Bing Apps to MSN
  27. Daily Update: Banks Are the New Carriers, Marc Newson Joins Apple, Wearable Price Prediction
  28. Wearables, Payments, Chickens and Eggs
  29. Podcast: Exponent Episode 016 – Naked People
  30. Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted
  31. iCloud and Apple’s Founding Myth
  32. Daily Update: China and Microsoft, Sony vs. Samsung, Why Twitter Adds Favorites to Your Timeline
  33. Daily Update: Apple’s iCloud Press Release, Fantasy Sports Site Raises $70 million, TV’s Golden Age (and Journalism)
  34. The iPhone 6: From Louis Vuitton to Chanel
  35. Daily Update: Celebrity Photos and iCloud, Rovio CEO Steps Down, Louis Vuitton and Apple

August 2014

  1. Podcast: Exponent Episode 015 – Consoles and Disruption
  2. Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
  3. Daily Update: Don’t Call It an iWatch; Apple, Samsung, and the Internet of Things; Alibaba’s Results
  4. Podcast: Vector – Turtles All the Way Down
  5. Daily Update: Another (Inevitable) Uber Controversy, Why Instagram’s Hyperlapse Damns Windows Phone, Pouring Water on Fire Phone
  6. Amazon: Not an E-commerce Company
  7. Daily Update: Amazon Buys Twitch, Amazon’s Ad Program, Facebook Taking on DoubleClick
  8. Daily Update: The United States’ PC Hangover, Message App Milestones, iPhone 6 Screen Size Conjecture
  9. Gaming and New Market Disruption, and the Week in Daily Updates
  10. Podcast: Exponent Episode 014 – The Rise of the Algorithm
  11. Daily Update: Gaming and New-Market Disruption, Why the PS4 is Winning, Uber Testing On-Demand Product Deliveries
  12. Daily Update: What Consoles Say About iPads, Uber Opens API, The Samsung Nook
  13. Games and Good Enough
  14. Daily Update: Print, Chinese Walls, and "Objective" Journalism; Twitter’s New Photo-removal Policies; Steve Ballmer Leaves Microsoft’s Board
  15. Daily Update: Twitter is Great for Unprofitable News, Microsoft’s Chromebook Response, Google to Offer Accounts to Children
  16. Podcast: This Week in Tech – It is Brisk
  17. Daily Update: The New Structure of Mobile Gaming, The Hidden Cost of Microsoft’s Devices, Amazon Affiliate Links in the Washington Post
  18. Podcast: Exponent Episode 013 – BuzzFeed and Native Advertising
  19. August 15: No Daily Update Today
  20. Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered
  21. Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC
  22. Is BuzzFeed a Tech Company?
  23. Daily Update: In Denise Kote’s World, Everyone Loses; Defending Samsung; Xiaomi Apologize for Data Collection
  24. Daily Update: Buzzfeed Raises $50 million, NVidia’s Results and Gaming’s Resilience, Apple University Profiled
  25. The iPhone in India (versus China), and the Week in Daily Updates
  26. Daily Update: Apple/China Follow-up, The iPhone in India (versus China), Buying Smartphones in the U.S.
  27. Podcast: Exponent Episode 012 – The Internet Rainforest
  28. Daily Update: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
  29. Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
  30. How Technology is Changing the World (P&G Edition)
  31. Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale
  32. Daily Update: Why Facebook is About to Explode, NFL to Use Surface Tablets, Mobileye IPOs
  33. Podcast: Exponent 011 – Red Pill Blue Pill
  34. Daily Update: Businesses Not Apps Follow-up, Mobile IE to Support Webkit Prefixes, LinkedIn Beats

July 2014

  1. Pleco: Building a Business, not an App
  2. Daily Update: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
  3. Daily Update: The Twitter Enigma, Amazon Follow-up, Diapers.com CEO Raises $50 million
  4. Losing My Amazon Religion
  5. Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
  6. Daily Update: Media and Authority, The Structural Changes in VC, Kim Kardashian: Hollywood
  7. Podcasts: Exponent Episode 010 – Clap on Three; This Week in Tech – Netflix Thinks I’m a Bronie
  8. Daily Update: Amazon Earnings, Xiaomi Releases Wearable, Facebook Messenger and Uber
  9. Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
  10. Big Blue and Apple’s Soul
  11. Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
  12. Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
  13. It’s Time to Split Up Microsoft
  14. Daily Update: LINE IPO, Kindle Unlimited, Apple and China
  15. Daily Update: Amazon’s Strengths, Weaknesses, Threats and Opportunities
  16. Daily Update: Facebook’s Strengths, Weaknesses, Opportunities and Threats
  17. Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats
  18. Site Note: Vacation and the Daily Update
  19. Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
  20. Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
  21. Podcast: The Talk Show – Free Alcoholic Beverages
  22. Podcast: Exponent 009 – The Societal Perspective
  23. Daily Update: Breaking Down Satya Nadella’s Letter
  24. Daily Update: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
  25. Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music
  26. Smartphone Truths and Samsung’s Inevitable Decline
  27. Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
  28. Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook
  29. Happy Independence Day Mr. Glass
  30. Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
  31. Daily Update: ESPN and Univision Crack Down on Vine, Canada’s Anti-spam Law, BlaBlaCar Raises $100 million
  32. Daily Update: Twitter Buys Tap Commerce, Launches App Install Ads; Rakuten Launches Venture Fund
  33. Additional Thoughts on iWatch and Android Wear

June 2014

  1. Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
  2. Daily Update: The Aereo Case, Searching Phones Requires a Warrant, GoPro’s Successful IPO
  3. Android Where?
  4. Daily Update: Google I/O – Analysis on Every Announcement
  5. Podcast: Exponent Episode 008 – Debating Disruption
  6. Daily Update: The FAA and Drones, Google to Preannounce New Android, Oculus Seeking Partners
  7. Economic Power in the Age of Abundance
  8. Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2
  9. Nest Buys Dropcam, Amazon Coins for Fire Phone Developers, Yahoo’s Digital Magazines
  10. Facebook Launches Google+, and the Week in Daily Updates
  11. Podcast: Exponent 007 – "Growing Up" v "Hungry and Foolish"
  12. Daily Update: Fire Phone Follow-up, T-Mobile Test Drive, Adobe’s New Business Model Part 2
  13. Amazon’s Whale Strategy
  14. Daily Update: Yo, Facebook Wedge, Intel to Offer Customizable Chip
  15. Critiquing Disruption Theory
  16. Daily Update: Privacy is Dead Follow-up, Facebook Launches Google+, Praising Adobe (and a bit on disruption)
  17. Privacy is Dead
  18. Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable
  19. Podcast: Electric Shadow – Irons in the Fire
  20. Daily Update: Bitcoin Breached, China Cracks Down on iMessage, Tesla Opens Patents
  21. Xiaomi’s Oversold Global Ambitions, and the Week in Daily Updates
  22. Daily Update: Apple TV Follow-up, Twitter COO Resigns
  23. How Apple TV Might Disrupt Microsoft and Sony
  24. Daily Update: Twitter’s World Cup Starter Kits, Amazon’s Dangerous Tactics, LINE Partners with Salesforce
  25. Podcast: Exponent 006 – Product Versus Profit
  26. Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?
  27. Daily Update: Payments – Affirm, Amazon, and Facebook Messenger?
  28. Why Uber is Worth $18.2 Billion
  29. Daily Update: The Computex Contrast, Big Screens Dominate, Xiaomi’s Worldwide Ambitions
  30. What Steve Jobs Wouldn’t Have Done
  31. Daily Update: Amazon’s Phone Announcement, Apple’s New Ad, Twitter Buys Namo Media
  32. Daily Update: Google Blocked in China, WeChat Ecommerce, LINE IPO?
  33. Growing Apple at WWDC
  34. Daily Update: WWDC Overview
  35. Daily Update: Apple’s True Differentiation, Two More Beats Tidbits, Computex Starts Today
  36. WWDC Expectations

May 2014

  1. Beats and Beating Disruption, plus the Week in Daily Updates
  2. Daily Update: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up
  3. Daily Update: Apple Announces Beats Acquisition, Beats Music to Remain on Android, Square Launches Cash Advance
  4. Podcast: Exponent 005 – The World has Changed
  5. Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC
  6. Publishers’ Deal with the Devil
  7. Daily Update: Apple’s New iPad Ads, Intel’s Missed Opportunity, Rap Genius Fires Co-Founder
  8. Podcast: This Week in Tech – Plaudits and Brickbats
  9. Daily Update: Windows 8.1 with Bing, Hacking and Corporate Responsibility, Asian Chat App Updates
  10. Lenovo Posts Strong Earnings, and the Week in Daily Updates
  11. Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM
  12. It’s Time to Kill Surface
  13. Daily Update: JD.com Prices IPO, Google’s SEC Letter, Patent Reform Dies
  14. Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide
  15. Podcast: Exponent Episode 004 – Technology and Politics
  16. Daily Update: GoPro Files for IPO, Angela Ahrendts’ and Apple Retail, Groupon Launching iPad Checkout System
  17. The Net Neutrality Wake-up Call
  18. Daily Update: AT&T to Buy DirecTV, Google to Buy Twitch, Facebook Building Snapchat Competitor
  19. Announcing Volume Discounts + The Week in Daily Updates (Week 4)
  20. Daily Update: Xiaomi Releases Tablet, Pinterest Raises $200m, Zendesk IPOs
  21. Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA
  22. Announcing Exponent, my podcast home going forward
  23. Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten
  24. Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness
  25. Why Apple Is Buying Beats
  26. Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms
  27. The Week in Daily Updates (Week 3)
  28. Apple and Beats, Box adds GE, Comcast Entering Online Ads
  29. Dependent on Digital Whales
  30. LINE Results, Nintendo Hurting, Katie Cotton Retiring
  31. Stratechery.FM Episode 004: Twitter, Secret, and Yik Yak
  32. Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface
  33. Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart
  34. Apple Retail and the Innovator’s Dilemma
  35. Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
  36. The Week in Daily Updates (Week 2)
  37. Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup
  38. Twitter’s Marketing Problem
  39. Daily Update: Facebook’s New Platform

April 2014

  1. How Google Can Steal Facebook’s Candy
  2. Stratechery.FM Episode 003: Net Neutrality
  3. Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity
  4. Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
  5. The Problem with Payments
  6. Daily Update: Net Neutrality, Google+, Amazon Earnings Follow-up
  7. The Week in Daily Updates (Week 1)
  8. Daily Update: Microsoft, Qualcomm and Amazon Earnings
  9. Don’t Give Up on the iPad
  10. Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
  11. Stratechery.FM Episode 002: Fat as a Service
  12. Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads
  13. Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
  14. Apple and Nike
  15. Daily Email (2014-04-21): Social Platforms
  16. Free Stratechery and the Daily Email
  17. Dropbox’s Acquisitions Fit Their Apple Strategy
  18. Does Jeff Bezos Read Asymco?
  19. Stratechery.FM Episode 001 – Welcome to Stratechery.FM
  20. Welcome to Stratechery 2.0
  21. Alibaba buys Autonavi
  22. The Heart of Dropbox
  23. Microsoft Pursuing Original Content for Xbox
  24. The Technology Behind Android TV
  25. Why the Web Still Matters
  26. Black Box Strategy
  27. When CEOs Matter
  28. Is the Irreplaceable Excel in Trouble?
  29. Why Targeting Increases the Value of Ads
  30. T-Mobile Ends Employer Discounts

March 2014

  1. Box, Microsoft, and the Next Enterprise Platform
  2. Face Is Not the Future
  3. Newspapers Are Dead; Long Live Journalism
  4. The Stages of Newspapers’ Decline
  5. FiveThirtyEight and the End of Average
  6. Samsung’s Disappearing Differentiation
  7. Digital Hub 2.0
  8. How much will CarPlay cost?
  9. The Cost of Bitcoin

February 2014

  1. Netflix and Net Neutrality
  2. The Nokia X
  3. Podcast: The Talk Show – Go to the Mat on Stickers
  4. The Social Conglomerate
  5. Messaging: Mobile’s Killer App
  6. Microsoft v Microsoft
  7. Microsoft’s Mobile Muddle
  8. Podcast: Vector – Microsoft’s new CEO and Lenovo’s new Moto
  9. Bill Gates’ Steve Jobs Moment
  10. Two Bears, Revisited

January 2014

  1. Google’s Tasty Lemonade
  2. The General-Purpose iPad and the Specialist Mac
  3. Apple reportedly building two big screen iPhones
  4. Battle of the Box
  5. Google’s New Business Model
  6. Business Models for 2014
  7. Windows 8 and the Cost of Complexity
  8. The Best Analogy for Chromebooks are iPads
  9. Chromebooks and the Cost of Complexity
  10. The 2013 Stratechery Year In Review

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