Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.

Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.

Platforms are so powerful that Apple’s latest court loss won’t change the course of the iPhone; that’s why it’s worth it.

Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either. An interview with SAP CEO Christian Klein about why one of the oldest software ...

Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either. An interview with SAP CEO Christian Klein about why one of the oldest software ...

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta’s AI strategy, ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more ...