The online whiteboard of Kristofer Palmvik

3 links collected from stratechery.com between 2018 and 2023

Sorting: Oldest links first
Domain: stratechery.com

2018

2018-04-17 stratechery.com
Zillow, Aggregation, and Integration
Buying houses with the click-of-a-button solves a major problem for sellers, the most disadvantaged party in the entire value chain under the status quo

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2021

2021-10-01 stratechery.com
Cloudflare’s Disruption
like any true disruption, it will be very difficult for Amazon to respond: sure, R2 may lead Amazon to reduce its egress fees, but given the importance of those fees to both AWS’s margins and its lock-in, it’s hard to see them going away completely.

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2023

2023-02-17 stratechery.com
From Bing to Sydney
This technology does not feel like a better search. It feels like something entirely new — the movie Her manifested in chat form — and I’m not sure if we are ready for it. It also feels like something that any big company will run away from, including Microsoft and Google.

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