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
Ben Thompson
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 isSubscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $12 per month or […]
The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
The 2021 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2021.
Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.