Daily Update
Archive of Daily Emails for Stratechery Members
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Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
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Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
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An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
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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.