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The Internet Compass

Founded 2013 · Taipei

Stratechery

Analysis of technology strategy and business models, written by a single author.

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Stratechery established the template for the analyst-as-publisher: one writer, one subscription, no advertising. Its aggregation theory framework has become standard vocabulary in technology strategy.

Notable for

  • Aggregation theory
  • Long-run platform analysis
  • Rapid analysis of major industry events

Editorial stance

Structural and framework-driven rather than news-led; explicitly analytical rather than investigative.