Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean t…

Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator is cannot be when it comes to music.

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.

Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.

From the Archives: Apple’s China Problem.

The most popular and most important posts on Stratechery in 2018.

The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.

Aggregators succeed by being the best at doing the jobs consumers want done.

Stratechery is selling merchandise! T-shirts, polos, hoodies, mugs, pins, stickers, and a special print of Aggregation Theory. Act now: the clothing items are only available until Monday, December …

Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasing…

SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.

Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.

The EU is back to regulating tech companies, and getting the Internet wrong in the process. That, though, helps illuminate an approach that could work.

The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.