2023
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Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings
Revisiting my Intel dividend take, and admitting I had it wrong. Then, AMD’s rapid capture of marketshare in the data center is a big problem for Intel.
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Microsoft Earnings, Azure’s Slowdown, Office Strikes Back
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.
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Intel Earnings, Intel’s Plunging Margin, The Dividend Question
Intel’s earnings are brutal, but it is a brutal result years in the making. That mismatch between decisions and consequences probably explain why Intel continues to pay a dividend despite its need for cash.
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Stratechery Plus Adds Greatest Of All Talk
Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.
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An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
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DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal
The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
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Netflix’s New Chapter
Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
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An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing
An interview with The Air Current’s Jon Ostrower about Southwest’s meltdown, being an independent publisher, why there isn’t supersonic passenger flights, and building a hardware product.