Daily Update
Archive of Daily Emails for Stratechery Members
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
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Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
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SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.
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Game Decompilation, Is This Legal?, A Well-Trodden Path
Games are being decompiled, but the real risk to gaming is new games and increased personalization.