login sign up

Long Reads on Tech Strategy

by @colsen · 15 nodes · curated
October 20, 2026
Ad-Supported Platforms are a Unique Antitrust Problem thediff.co thediff.co
1 person saved or upvoted this
2025 letter danwang.co danwang.co
2 people saved or upvoted this

read this one slowly. best thing i read all year

AI, networks and Mechanical Turks ben-evans.com ben-evans.com
1 person saved or upvoted this
AI's $600B Question sequoiacap.com sequoiacap.com
2 people saved or upvoted this

the math here still bugs me

Tiktok's enshittification pluralistic.net pluralistic.net
1 person saved or upvoted this
China and USA Are Officially At Economic War – Technology Restriction Overview newsletter.semianalysis.com newsletter.semianalysis.com
1 person saved or upvoted this
Shopify and the Hard Thing About Easy Things notboring.co notboring.co
1 person saved or upvoted this
The Streaming Wars: Its Models, Surprises, and Remaining Opportunities matthewball.co matthewball.co
1 person saved or upvoted this
Status as a Service (StaaS) eugenewei.com eugenewei.com
1 person saved or upvoted this

long, but i think about this one constantly

Laws of Tech: Commoditize Your Complement gwern.net gwern.net
1 person saved or upvoted this
Aggregation Theory stratechery.com stratechery.com
2 people saved or upvoted this

still the clearest explanation of why google won

A Rake Too Far: Optimal Platform Pricing Strategy abovethecrowd.com abovethecrowd.com
1 person saved or upvoted this

every marketplace founder should reread this once a year

Why Software Is Eating the World a16z.com a16z.com
1 person saved or upvoted this
1,000 True Fans kk.org kk.org
2 people saved or upvoted this
Strategy Letter V joelonsoftware.com joelonsoftware.com
2 people saved or upvoted this

the one that made me get platforms