Board

Lifting a graph structure out of Python bytecode

A set of recommendations to make publishing a Javascript library that uses Wasm internally easier for application developers. There are a significant number of use cases and edge cases that we’ll code around as we try and cater to several types of developers: from those who may not know or care about Wasm and the broader JS ecosystem, to more experienced developers who want to optimize every last drop.

Today, about 90% of public SaaS companies and the 2019 Forbes Cloud 100 have subscription-based revenue models. Now new fintech infrastructure companies have made it possible for SaaS businesses to add financial services alongside their core software product. By adding …

The market has taken a downturn, and every other blog or tweetstorm seems to offer the same general advice: conserve cash, extend runway, shift from focusing on growth to focusing on efficiency. We’ve advised many of our later stage growth …

Negative engineering is the time-consuming and sometimes frustrating work that engineers do to ensure small bugs don't take down systems.

I spent a few weeks reading Ray Dalio's Principles and summarising the contents. This is the end, in which I take a final stab at contextualising the book.

An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.

An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.

An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future

An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.

Epic Systems, an electronic health records company, is protesting a mandate that they make consumer health care available via API. Their arguments highlight the tension between interoperability and…

Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.

Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.

Facebook earnings demonstrated the power of its auction-based direct-response model; what makes it different from Google is Zuckerberg’s drive.

Apple and Amazon make a deal; I suspect it has been in the works for a long time, including Apple Music being on Alexa.

Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?

WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.

Cloudflare dropped 8chan as a customer after this weekend’s shootings; CEO Matthew Prince explains the company’s thought process, the responsibilities of infrastructure providers, and w…

An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for ev…

Take-Two buys its way into mobile, and the New York Times re-bundles.

A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.

Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok

Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.

Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).

Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy

Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.

This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.

Elon Musk may be trying to renegotiate his Twitter deal by citing bots; all available evidence suggests that Twitter’s number is not only accurate, but conservative.

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.