Microsoft, Slack, Zoom, and the SaaS Opportunity
stratechery.com/2019/microsoft…
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
The China Cultural Clash
stratechery.com/2019/the-china…
The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.
Neither, and New: Lessons from Uber and Vision Fund
stratechery.com/2019/neither-a…
Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.
The Rise and Fall of ESPN's Leverage
Charting ESPN's rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
The Value Chain Constraint
stratechery.com/2019/the-value…
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
The End of the Beginning
stratechery.com/2020/the-end-o…
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
Disney and the Future of TV
stratechery.com/2019/disney-an…
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done.
