Articles

  • The Voters Decide

    An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory


  • Apple, the FBI, and Security

    Apple versus FBI is being framed as a debate between privacy and security. In fact, though, there is a powerful argument to be made that Apple’s position is the more secure one for the United States.


  • Zenefits and Regulation

    Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.


  • The Reality of Missing Out

    Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.


  • How Facebook Squashed Twitter

    Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.


  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.


  • Cars and the Future

    A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.


  • A Politics For Technology

    Technology is changing the world, which means politics should change as well. There is a way forward that entails less regulation and a much bigger safety net.


  • The 2015 Stratechery Year in Review

    The top five most read posts, big ideas, company-specific posts, posts about media, and Daily Updates of 2015.


  • Slack and the State of Technology at the End of 2015

    Slack has announced the Slack Platform. It’s an obvious move, but it’s the obviousness that indicates what a huge opportunity it is