Long Reads on Tech Strategy by @colsen

Ad-Supported Platforms are a Unique Antitrust Problem thediff.co · Oct 20 thediff.co · Oct 20

2025 letter danwang.co · Oct 20 danwang.co · Oct 20

read this one slowly. best thing i read all year

AI, networks and Mechanical Turks ben-evans.com · Oct 20 ben-evans.com · Oct 20

AI's $600B Question sequoiacap.com · Oct 20 sequoiacap.com · Oct 20

the math here still bugs me

Tiktok's enshittification pluralistic.net · Oct 20 pluralistic.net · Oct 20

China and USA Are Officially At Economic War – Technology Restriction Overview newsletter.semianalysis.com · Oct 20 newsletter.semianalysis.com · Oct 20

Shopify and the Hard Thing About Easy Things notboring.co · Oct 20 notboring.co · Oct 20

The Streaming Wars: Its Models, Surprises, and Remaining Opportunities matthewball.co · Oct 20 matthewball.co · Oct 20

Status as a Service (StaaS) eugenewei.com · Oct 20 eugenewei.com · Oct 20

long, but i think about this one constantly

Laws of Tech: Commoditize Your Complement gwern.net · Oct 20 gwern.net · Oct 20

Aggregation Theory stratechery.com · Oct 20 stratechery.com · Oct 20

still the clearest explanation of why google won

A Rake Too Far: Optimal Platform Pricing Strategy abovethecrowd.com · Oct 20 abovethecrowd.com · Oct 20

every marketplace founder should reread this once a year

Why Software Is Eating the World a16z.com · Oct 20 a16z.com · Oct 20

1,000 True Fans kk.org · Oct 20 kk.org · Oct 20

Strategy Letter V joelonsoftware.com · Oct 20 joelonsoftware.com · Oct 20

the one that made me get platforms