The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
The Supreme Court makes the right decision in Google vs. Oracle, even if it didn’t make the best possible argument.
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
The latest tech hearing in Congress makes it seem that new legislation is imminent.