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Business Model Analysis
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- Docker and the Integrated Open Source Company ·
- Daily Update: Amazon's Vertical Integration Strategy, Sortation Centers, and Lending Platform Models ·
- U.S. Deputy Chief Technology Officer Nick Sinai Joins Insight Venture Partners
- Musings on Markets: Up, up and away! A crowd-valuation of Uber ·
- Why Vox and BuzzFeed Are Valuable; Outbrain Files for IPO ·
- Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce ·
- Why Uber Fights — Network Effects and Winner-Take-All Dynamics in Two-Sided Markets ·
- Insight Venture Partners Completes Recapitalization of TriTech Software Systems
- Daily Update: Uber and the Tyson Zone, Facebook Launches Groups App, Taobao Goes International ·
- Differentiation and Value Capture in the Internet Age ·
- Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit ·
- Musings on Markets: Twitter's Bar Mitzvah! Is Social Media Coming of Age? ·
- An Update on the Stratechery Membership Program ·
- Daily Update: Bandcamp, Tencent Earnings, Twitter's Analyst Day, plus a Stratechery Announcement ·
- Taylor Swift v Daniel Ek: Business Model Analysis of Spotify's Streaming vs Direct Artist Sales ·
- Two Microsofts: Separating Enterprise and Consumer Business Models ·
- Focus Pocus: Is Breaking Up a Cure for Corporate Attention Deficit Disorder? ·
- Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage ·
- How Apple Creates Leverage, and the Future of Apple Pay ·
- Amazon's Field of Dreams: Revenue Growth Without Profitability – A Valuation Analysis ·
- Publishers and the Smiling Curve: Value Distribution in Platform-Mediated Markets ·
- Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform ·
- Daily Update: Microsoft Earnings and Surface's Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga ·
- Daily Update: Peak Google and Disruption's Cousins, Twitter Fabric, Mark Zuckerberg 講中文 ·
- Peak Google — Stratechery by Ben Thompson ·