The NBA and Microsoft

The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

Coronavirus Clarity

The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.

Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

Unmasking Twitter

Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

Compaq and Coronavirus

Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.

Zero Trust Information

Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

The Daily Update Podcast

Stratechery is launching a new feature for subscribers: The Daily Update, as a podcast. Now you can read or listen to every post on Stratechery.