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 …
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.
Epic Systems and Electronic Health Records, Aggregators and Data Portability, Epic’s Privacy Objections – Stratechery by Ben Thompson
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…
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption – Stratechery by Ben Thompson
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.
8chan and El Paso, Cloudflare Drops 8chan, An Interview with Cloudflare CEO Matthew Prince – Stratechery by Ben Thompson
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…
Patreon Acquires Memberful, An Interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny – Stratechery by Ben Thompson
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…
More Spotify; Spotify, Uber, and Airbnb; Uber, Waymo, and SoftBank – Stratechery by Ben Thompson
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.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok – Stratechery by Ben Thompson
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
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU – Stratechery by Ben Thompson
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).
Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit – Stratechery by Ben Thompson
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.