Internet browsers are separate products competing in a separate product market from PC operating systems, and it is efficient to supply the two products separately. Read more: https://stratechery.com/2022/thin-platforms/
However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company. As a result, I am offering to buy 100%… Continue Reading →
This was originally sent as a subscriber-only Update. The NFT-marketplace OpenSea is in talks to raise at a $13 billion valuation in a deal led by Coatue, sources tell me. Paradigm will also co-lead the $300 million funding round, according… Continue Reading →
So it finally happened: the U.S. Department of Justice has filed a lawsuit against Google, alleging anticompetitive behavior under Section 2 of the Sherman Antitrust Act. And, as far as I can tell, everyone is disappointed in the DOJ’s case;… Continue Reading →
Dithering costs $5/month or $50/year. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle.1 Read more: https://bit.ly/3fJXGcs
It is difficult to discuss enterprise software without at least mentioning Microsoft, and there is no better time than now: last week the company (briefly) became the third U.S. Read more: http://bit.ly/2PEVKWh
Over the course of Uber’s remarkable rise — very significant stumbles along the way notwithstanding — it has been more prudent to defend the company’s valuation than to question it. Read more: http://bit.ly/2XBp8PO
On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here. Read more: http://bit.ly/2U1gPdQ
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