Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
Ben Thompson
Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
The TikTok Tick Tock, Skipping to the End Game, Trump’s Choice
The latest updates on TikTok, and why the ball is firmly in Trump’s court: he can claim victory, but the correct response is to ban the app.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
Netflix and Working-From-Home; Parents Versus Non-Parents; Apple’s COVID Manufacturing, Cont.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
TikTok Update, Microsoft and Oracle, Apple’s China Production
China is stepping in to the TikTok saga, and their approach seems justified; Microsoft should drop out. Then, how is Apple manufacturing its products in the time of COVID?
Stratechery Is on Vacation August 31–September 3
The Daily Update will return on Tuesday, September 8. All new subscribers since August 3 will have one week added to their subscriptions.
Facebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown
What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.
The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.