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Long Reads on Tech Strategy

by @colsen · last added 2026-10-20 · 15 items [strategy]
* Ad-Supported Platforms are a Unique Antitrust Problem
thediff.co · node›
* 2025 letter
read this one slowly. best thing i read all year
danwang.co · node›
* AI, networks and Mechanical Turks
ben-evans.com · node›
* AI's $600B Question
the math here still bugs me
sequoiacap.com · node›
* Tiktok's enshittification
pluralistic.net · node›
* China and USA Are Officially At Economic War – Technology Restriction Overview
newsletter.semianalysis.com · node›
* Shopify and the Hard Thing About Easy Things
notboring.co · node›
* The Streaming Wars: Its Models, Surprises, and Remaining Opportunities
matthewball.co · node›
* Status as a Service (StaaS)
long, but i think about this one constantly
eugenewei.com · node›
* Laws of Tech: Commoditize Your Complement
gwern.net · node›
* Aggregation Theory
still the clearest explanation of why google won
stratechery.com · node›
* A Rake Too Far: Optimal Platform Pricing Strategy
every marketplace founder should reread this once a year
abovethecrowd.com · node›
* Why Software Is Eating the World
a16z.com · node›
* 1,000 True Fans
kk.org · node›
* Strategy Letter V
the one that made me get platforms
joelonsoftware.com · node›
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