Just a quick note that I am on vacation this week and do not plan on posting an article (although I certainly picked quite the week to be gone!).
The Daily Update will continue but instead of analysis of recent news, I have written brief overviews of the Strengths, Weaknesses, Opportunities, and Threats (SWOT) of five of the most important companies in tech (all links members-only):
These will be delivered to members as usual by email, private RSS, or via links on the right side of this page (bottom on mobile).
My thanks to all of Stratechery’s readers and especially members for your support. Look for new content starting on Monday, July 21.