2020
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Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
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Antitrust Politics
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
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Stratechery is on Summer Break July 29-30
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Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
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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.
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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.