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Only slightly related, but Stratechery recently shot up to #1 on my list of tech publications and I don't think anyone else is a close #2. The writing quality,

by habosa 10y ago

Only slightly related, but Stratechery recently shot up to #1 on my list of tech publications and I don't think anyone else is a close #2. The writing quality, level of insight, and timeliness are all excellent. Two recent highlights: * https://stratechery.com/2017/intel-mobileye-and-smiling-curves/ * https://stratechery.com/2017/the-uber-conflation/

deepnotderp 10y ago
They're more like tech business, but yeah.
petra 10y ago
The stratechery guy is smart and is articles seems in depth analysis ,and he seem to know his business stuff, but whenever it's articles meet hacker news , they see lots of criticism , especially with his understanding of technical matters.
- DasIch 10y ago
  Stratechery is not the best source for accurate information on the technical details but it's also not trying to be. Anyone who focuses on that is missing the point.
  - petra 10y ago
    It's not about the technical details.It's about getting the business conclusion right. And often, it seems you can't do that without understanding the technical details. For example in a previous article("the smiling curve") he compares the self-driving car business to manufacturing pc's or phones, in getting the conclusion that the integrator probably won't make good money, an the money will be concentrated among ride-sharing companies, and component companies. But if you look into the tech/regulatory details, self-driving cars are much more similar to medical devices than to phones, with regulatory requirements, that will very likely, put the very challenging verification burden(maybe the largest challenge in the biz) 100% on integrators ,and not upon component makers - same as is with medical devices. And this could(coupled with IP/safety/perception/etc), with reasonable likelihood, lead to integrators making lots of money.
vvanders 10y ago
Yeah, he's a smart cookie. Quite a few people understand and articulate the technical aspects of the tech industry. He brings a much wider perspective into the picture which is always appreciated.

by habosa 10y ago

deepnotderp 10y ago

They're more like tech business, but yeah.

petra 10y ago

The stratechery guy is smart and is articles seems in depth analysis ,and he seem to know his business stuff, but whenever it's articles meet hacker news , they see lots of criticism , especially with his understanding of technical matters.

DasIch 10y ago
Stratechery is not the best source for accurate information on the technical details but it's also not trying to be. Anyone who focuses on that is missing the point.
- petra 10y ago
  It's not about the technical details.It's about getting the business conclusion right. And often, it seems you can't do that without understanding the technical details. For example in a previous article("the smiling curve") he compares the self-driving car business to manufacturing pc's or phones, in getting the conclusion that the integrator probably won't make good money, an the money will be concentrated among ride-sharing companies, and component companies. But if you look into the tech/regulatory details, self-driving cars are much more similar to medical devices than to phones, with regulatory requirements, that will very likely, put the very challenging verification burden(maybe the largest challenge in the biz) 100% on integrators ,and not upon component makers - same as is with medical devices. And this could(coupled with IP/safety/perception/etc), with reasonable likelihood, lead to integrators making lots of money.

vvanders 10y ago

Yeah, he's a smart cookie. Quite a few people understand and articulate the technical aspects of the tech industry. He brings a much wider perspective into the picture which is always appreciated.