Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
2020
TikTok Key Money, Rule By Law, China Gaslighting
Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.
Antitrust Politics
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
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.
Stratechery is on Summer Break July 29-30
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The Antitrust Hearing, The Role of Congress, CEO Questions
Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.
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?
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.
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.