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The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.

From CTO to unemployed overnight - what now?

Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

Explaining exactly why Apple’s approach to ATT is anti-competitive

Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital

This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.

Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.

Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.

It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and…

How the experiences on the Web evolved influenced by Web frameworks, and what's next for the Web and me.

Obviously Kubernetes doesn't replace the actual OS (i.e. linux) but it provides OS like services at the cloud level...

To understand Kubernetes we have to go back to the basics and start from scratch.

Cloudflare Platform Week SSI Blog Post Digest Cloudflare Platform Week Of all the companies I cover, I think Cloudflare (NET) has the most impressive product delivery cadence.

Snowflake Summit 2022 Coverage SSI Blog Post Digest Snowflake Summit 2022 After their CEO promised "our most significant product announcements in four years", Snowflake held their annual Summit user conference last week.

An in-depth look at John Boyd and the OODA loop, the strategic thinker most concerned about fast adaptation under uncertainty.

The final chapter of Ray Dalio's Life Principles — which has to do with better decision-making.

Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.

The mental model fallacy is that it’s worth it to read descriptions of mental models, written and aggregated by non-practitioners, in the pursuit of self-improvement and success. It isn't.

What tacit knowledge is, and why it is the most interesting topic in the study of expertise today.

An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer bas…

We take a look at how you might turn extracted, tacit expertise into a training program for yourself or others.

A look at Laura Militello and Robert Hutton's Applied Cognitive Task Analysis, a simplified method for getting at the tacit expertise of others.

YouTube is the biggest thing to have happened to tacit skill acquisition in the past couple of decades. Here's how to use it.

There are three types of tacit knowledge, all of which 'cannot be captured through words alone'.

Much of expertise is tacit: that is, it cannot be captured through words alone. We look at techniques, drawn from the field of Naturalistic Decision Making, designed to acquire the tacit knowledge of experts.

Any discussion of practicing mental models must begin with a discussion of rationality. We look at what the research tells us about it.