American Disruption

Listen to this post: Log in to listen I have a few informal guidelines that govern my writing on Stratechery, including “Don’t post more than one front-page Article a week”, “Don’t talk about my writing process”, and “Don’t start Articles with ‘I’”; it’s an extraordinary week, though, so I’m breaking a few rules. There are three old Stratechery Articles that, after reflection, missed the mark in different ways. The most proximate cause for my rule-breaking was Monday’s Trade, Tariffs, and Tech; I stand by everything I wrote, but it was incomplete, lacking an overall framework and satisfying conclusion. That’s not surprising given the current uncertainty, but that means I should have waited to publish a front-page Article until I had more clarity (I do much more musing in my Updates, which that Article is now categorized as). Now I have to break my rule and write another Article. The second Article to revisit is November’s A Chance to Build. This Article was in fact deeply pessimist ... Read full article.