Stratechery

The Arrival of Artificial Intelligence https://stratechery.com/2017/the-arrival-of-artificial-intelligence/ … Machine learning is a step change from what has come before.

Ad Agencies and Accountability https://stratechery.com/2017/ad-agencies-and-accountability/ … Google should improve, but ad agencies and brands have responsibility for their ads

Intel, Mobileye, and Smiling Curves https://stratechery.com/2017/intel-mobileye-and-smiling-curves/ … Examining self-driving cars and understanding Intel's purchase of Mobileye

The Uber Conflation https://stratechery.com/2017/the-uber-conflation/ … Criticizing — and defending —Uber, and all of tech

Twitter, Live, and Luck https://stratechery.com/2017/twitter-live-and-luck/ … The Oscars were a reminder of just how lost Twitter is from a product perspective

Twitter, Live, and Luck https://stratechery.com/2017/twitter-live-and-luck/ … The Oscars were a reminder of just how lost Twitter is from a product perspective

Manifestos and Monopolies https://stratechery.com/2017/manifestos-and-monopolies/ … Facebook has long been too powerful, but Mark Zuckerberg's manifesto crossed the line

Snap's Apple Strategy https://stratechery.com/2017/snaps-apple-strategy/ … Snap plans to win on innovation; we've known for 30 years that that is not always enough.

Inspired Media https://stratechery.com/2017/inspired-media/ … Paid media and earned media don't matter nearly as much as inspired media—for products and politics

The Great Unbundling https://stratechery.com/2017/the-great-unbundling/ … Not all media — nor all TV — is the same. That will be the root of unbundling.

The Ten Year Anniversary of the Apple TV https://stratechery.com/2017/the-ten-year-anniversary-of-the-apple-tv/ … Not even Steve Jobs foresaw the iPhone's impact.

Alexa: Amazon's Operating System https://stratechery.com/2017/amazons-operating-system/ … Operating systems are chokepoints, which is why they—and Alexa—are so valuable.

The 2016 Stratechery Year in Review https://stratechery.com/2016/the-2016-stratechery-year-in-review/ … The top posts on Stratechery in 2016

The State of Technology at the End of 2016 https://stratechery.com/2016/the-state-of-technology-at-the-end-of-2016/ … The playing field has been leveled; help people build what is next

OpenDoor: A Startup Worth Emulating https://stratechery.com/2016/opendoor-a-startup-worth-emulating/ … Creating real value is real risky; more companies should take on the challenge

How Google Is Challenging AWS https://stratechery.com/2016/how-google-cloud-platform-is-challenging-aws/ … Amazon won round one of the cloud wars; now Google is trying to change the rules

Fake News https://stratechery.com/2016/fake-news/  Fake news and filter bubbles are a problem; the proposed solutions are worse

Why Twitter Must Be Saved https://stratechery.com/2016/why-twitter-must-be-saved/ … Twitter's weaknesses are an essential antidote to Facebook's focus on engagement

Apple Should Buy Netflix https://stratechery.com/2016/apple-should-buy-netflix/ … Apple doesn't have leverage in TV; Netflix does, and will free Apple to focus on products

Surface Studio, Nintendo Switch, and Niche Strategies https://stratechery.com/2016/surface-studio-nintendo-switch-and-the-potential-of-niche/ … The smartphone is a given; everything else is niche