Ben Thompson
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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.
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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.
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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.
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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
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Apple-Epic Follow-up, A Brief History of Epic Games, Apple’s Hammer
Apple is reverting to form, trying to control everything. It is also threatening all of Epic’s business, not simply Fortnite.