China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.
August 2021
Apple’s Settlement, Explicit Imprimatur, Additional Notes
Apple’s settlement announcement wasn’t as big of a concession as advertised, but it wasn’t nothing. Plus, the Apple News Partner Program
Vacation August 23–26, 2021
Stratechery will be on vacation from August 23—26. The next Daily Update will be on AugustSubscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $15 per month or $150 per year Subscribe for $15/month Subscribe for $150/year With Stratechery Plus you […]
Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem
Virtual reality may be more compelling in the enterprise than the consumer space; Facebook’s new product shows why — if it can overcome the Facebook factor
Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
Facebook Messenger Updates, WhatsApp vs. Apple, Facebook’s CSAM Approach
Facebook may have taken advantage of Apple’s controversy to make its own encryption announcements; the company made its own news in its criticism.
Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
Apple’s Point-of-View, NFTs and Status, NFTs and Standard Formats
More from Apple about why they chose the approach to scanning for CSAM that they did; then, why NFTs reliance on standard formats makes them more valuable, not less.
Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.