The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
Ben Thompson
Microsoft Acquires Activision Blizzard, Notes on the Acquisition, An Interview With Microsoft Gaming CEO Phil Spencer
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.
Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Take-Two Acquires Zynga, The New York Times Buys The Athletic
Take-Two buys its way into mobile, and the New York Times re-bundles.
NPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
The sabotage of a Node.js package shows both the danger of supply chain attacks and the allure of convenience; this is a lesson being learned by Web3.
Facebook and XROS, XROS vs VROS, Why VROS
Facebook is moving forward with the Android-derived VROS instead of the brand new AROS.
OpenSea, Web3, and Aggregation Theory
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
Holiday Break: December 22nd to January 4th
Stratechery is on holiday from December 22, 2021 to January 4, 2022; the next Daily Update will be on Wednesday, January 5. The full Daily Update posting schedule isReading the Stratechery Update or listening to Stratechery Podcast episodes requires a Stratechery subscription. If you already have a subscription, sign in. $120 per year or $12 […]