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Likewise in the Entrepreneurial Age, tech companies don’t own the multitude to which their users belong, yet they exploit it as a strategic resource thanks to the superior design of their applications, the regular and systematic monitoring of their users’ activity, and the increasing returns to scale they derive from networks. It’s not about master

Nicolas Colin • Hedge: A Greater Safety Net for the Entrepreneurial Age

Arc is taking on legacy web browsers with design and brand as core selling points. Tools like Linear, a project management tool for software teams, are just as known for their principled approach to company building and their heavily-copied landing page design as they are known for their product’s functionality.4 Companies like Arc and Linear build... See more

Anu Atluru • Taste Is Eating Silicon Valley.

Most products these days are low technical risk—meaning they won’t fail because the teams can’t execute on the engineering side to build the products—but they are generally also low defensibility. When something works, others can follow—and fast.

Andrew Chen • The Cold Start Problem: How to Start and Scale Network Effects

the company that leverages a newer platform that’s growing quickly will have a significant advantage over companies chasing the same old methods.

Gabriel Weinberg • Traction

Google strategy is that anything less than 100M they do not pursue because their scale is a billion scales. Google because of that missed out on opportunities.

Apple • Shreyas Doshi on pre-mortems, the LNO framework, the three levels of product work, why most execution problems are strategy problems, and ROI vs. opportunity cost thinking

Don’t Forget Microsoft - By John Luttig

luttig.substack.com luttig.substack.com

To that end, I hope the company will at least consider the possibility that this isn’t the 1990s, they’re not about to go out of business, and that being perceived as an asset to developers and not a tax opens up the possibility of growing the pie, not simply taking their slice.

Ben Thompson • Rethinking the App Store

See, Largan Precision doesn’t really care if their camera phone modules end up in iPhones or Galaxys or Lumias, or if they’re physically integrated by Foxconn or Quanta or Compal. They survive – and survive quite profitably – based solely on their ability to manufacture the best miniature cameras in the world. I remain convinced that the most succe... See more

stratechery.com • Publishers and the Smiling Curve

For media companies, the App Store is a tollbooth to reach their existing audience. The 30% tax is not sustainable and it was bound to break. New @ScreenshotEssay: Epic, Media Companies, and the App Store as a Dumb Pipe

Eric Stromberg

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