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I'm a huge fan of Stratechery and Thompson. They've given me powerful ways of thinking about the world. Are there others out there? While Thompson does talk a

I'm a huge fan of Stratechery and Thompson. They've given me powerful ways of thinking about the world. Are there others out there? While Thompson does talk a lot about the intersection of technology with business strategy, he tends to focus on large, well-known technology companies that primarily have consumer facing offering. I'd pay to read something like Stratechery for biotechnology, or enterprise software but to the best of my knowledge none of these exist.

basch 10y ago
I had the same thought while reading this I wish I could read an entire aggregator of different hybrid consulting+insight blogs.
macintux 10y ago
Horace Dediu/Asymco, while covering similar turf to Stratechery, is well worth reading.
mikeyouse 10y ago
Benedict Evans was like this and has since joined A16Z. His focus is mostly mobile, so you end up with a lot of overlap between the other people covering Google / Apple / MSFT, but he definitely has an interesting perspective (He formerly worked in research for an investment bank, so he knows the ins/outs of global telecom very well): http://ben-evans.com/ http://ben-evans.com/ His annual mobile deck is usually really good; http://ben-evans.com/benedictevans/2016/3/29/presentation-mobile-ate-the-world http://ben-evans.com/benedictevans/2016/3/29/presentation-mo...
siyer 10y ago
Within pharma, Derek Lowe has been blogging for many years, with a mix of posts focusing on new developments as well as broader strategic questions. http://blogs.sciencemag.org/pipeline/ http://blogs.sciencemag.org/pipeline/ The comment section there is also typically informed.
- eropple 10y ago
  Derek Lowe also has the tremendous "Things I Won't Work With", which is laugh-out-loud funny.
  - astrange 10y ago
    It hasn't updated in nearly two years. Wonder when people will stop recommending it.
    - eropple 10y ago
      Before I recommended it, I went back, read the most recent one (which I've read before), and snickered aloud. It's still enjoyable as heck.
snowwrestler 10y ago
I don't get the love for Stratechery. Thompson is a good writer but the few articles I can recall from him were bad misses. For example he wrote a long piece about how the Nest acquisition heralded a major new consumer products business model for Google. How has that worked out?
- tsycho 10y ago
  I don't think it's because of his prediction accuracy. What I love about his writing is that he brings in a fresh perspective and an alternative way to think about tech and its future, whereas most normal tech press just reports what's happening today and not even the why of that. FWIW, while I found this particular piece insightful in general, I think he ignored the huge importance of Android and iOS. Even if the future is voice, the medium for the voice is likely to continue to be the phone or other wearables connected to the phone for a long time (5 years or more). And hence Apple and Google are likely to remain dominant since they will be at the front of the funnel. Even if the actual intelligence is coming from other companies, they will still have to be packaged as "app/AI plugins" into Android/iOS, so the OS owners should be able to continue to extract their pound of flesh a.k.a. App store revenue cut.

basch 10y ago

I had the same thought while reading this I wish I could read an entire aggregator of different hybrid consulting+insight blogs.

macintux 10y ago

Horace Dediu/Asymco, while covering similar turf to Stratechery, is well worth reading.

mikeyouse 10y ago

Benedict Evans was like this and has since joined A16Z. His focus is mostly mobile, so you end up with a lot of overlap between the other people covering Google / Apple / MSFT, but he definitely has an interesting perspective (He formerly worked in research for an investment bank, so he knows the ins/outs of global telecom very well): http://ben-evans.com/ http://ben-evans.com/ His annual mobile deck is usually really good; http://ben-evans.com/benedictevans/2016/3/29/presentation-mobile-ate-the-world http://ben-evans.com/benedictevans/2016/3/29/presentation-mo...

siyer 10y ago

Within pharma, Derek Lowe has been blogging for many years, with a mix of posts focusing on new developments as well as broader strategic questions. http://blogs.sciencemag.org/pipeline/ http://blogs.sciencemag.org/pipeline/ The comment section there is also typically informed.

eropple 10y ago
Derek Lowe also has the tremendous "Things I Won't Work With", which is laugh-out-loud funny.
- astrange 10y ago
  It hasn't updated in nearly two years. Wonder when people will stop recommending it.
  - eropple 10y ago
    Before I recommended it, I went back, read the most recent one (which I've read before), and snickered aloud. It's still enjoyable as heck.

snowwrestler 10y ago

I don't get the love for Stratechery. Thompson is a good writer but the few articles I can recall from him were bad misses. For example he wrote a long piece about how the Nest acquisition heralded a major new consumer products business model for Google. How has that worked out?

tsycho 10y ago
I don't think it's because of his prediction accuracy. What I love about his writing is that he brings in a fresh perspective and an alternative way to think about tech and its future, whereas most normal tech press just reports what's happening today and not even the why of that. FWIW, while I found this particular piece insightful in general, I think he ignored the huge importance of Android and iOS. Even if the future is voice, the medium for the voice is likely to continue to be the phone or other wearables connected to the phone for a long time (5 years or more). And hence Apple and Google are likely to remain dominant since they will be at the front of the funnel. Even if the actual intelligence is coming from other companies, they will still have to be packaged as "app/AI plugins" into Android/iOS, so the OS owners should be able to continue to extract their pound of flesh a.k.a. App store revenue cut.