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).
To become a member of Stratechery go here; to read through the archive of past Daily Updates, go here (members-only).
My thanks to all of Stratechery’s readers and especially members for your support. Look for new content starting on Monday, July 21.