August 2020 – Page 2 – Stratechery by Ben Thompson

Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds

Tuesday, August 11, 2020

Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.

The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad

Monday, August 10, 2020

New Executive Orders may block TikTok and WeChat from App Stores: how will Apple respond, and what is the human cost?

Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS

Thursday, August 6, 2020

Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.

TikTok Key Money, Rule By Law, China Gaslighting

Wednesday, August 5, 2020

Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.

Antitrust Politics

Tuesday, August 4, 2020

Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.

Microsoft and TikTok, The Microsoft Angle, The TikTok Angle

Monday, August 3, 2020

Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

WWDC Follow-Up

(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

An Interview with Ben Bajarin About Apple, AI, and Compute

Fable 5, Anthropic Alignment, AI Tiers

Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

WWDC Follow-Up

(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

An Interview with Ben Bajarin About Apple, AI, and Compute

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies