Stratechery is on Summer Break July 29-30

The Daily Update will return on Monday, August 3. You can view the Daily Update posting scheduleSubscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $12 per month or $120 per year Subscribe for $12/month Subscribe for $120/year With Stratechery Plus […]

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.

India, Jio, and the Four Internets

There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.

The TikTok War

How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.