stratechery.com

The iPhone’s Last Stand

The reason is obvious when you think about it: enterprises are paying for their employees' time, so of course they are willing to pay for tools that make those employees more productive; consumers, on the other hand, are mostly looking to waste time, which is why attention-harvesting advertising is the only software business model that works at scale for consumer services.

honest-broker.com

Is Spotify Vulnerable?

In an audience capture business, you make it hard for users to leave—and then see how much you can squeeze out of them.

stratechery.com

The SpaceX IPO and Data Centers in Space

Musk companies at their best don't win the game; they change the rules through scale, such that billionaires buy economy cars because they actually drive themselves (with supervision), and airlines transform the consumer experience on their own dime.

readtrung.com

6 Takeaways From Citrini's Viral AI Doomer Article (and a Bunch of Rebuttals)

Over the past fifty years, the U.S. economy built a giant rent-extraction layer on top of human limitations: things take time, patience runs out, brand familiarity substitutes for diligence, and most people are willing to accept a bad price to avoid more clicks. Trillions of dollars of enterprise value depended on those constraints persisting.

wired.com

At Palantir’s Developer Conference, AI Is Built to Win Wars

As business soars, Palantir is doubling down on a vision of AI built for battlefield advantage—and attracting customers who agree.

stratechery.com

Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle

Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.