Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
Ben Thompson
Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.
Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.
Personal Day, and Two Podcasts on Facebook
Announcing a personal day and two recent Stratechery Plus podcasts on Facebook.
Meta Earnings, AI in Meta’s Business, Reality Labs Reality
Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
Microsoft Earnings, Google Earnings, Snap Earnings
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
X, Musk’s Motivation, Beats and Big Tech
Twitter has a new name, and it’s past time to wonder why any of us should care.
Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike
Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases
Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License
Streaming residuals might end up looking like Spotify. Then, Meta makes Llama 2 open source — mostly.
Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.