The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Daily Update
Archive of Daily Emails for Stratechery Members
Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Microsoft Buys Nuance, Understanding Nuance, In the Loop
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
Google Versus Oracle, Copyright and APIs, Copyright Tradeoffs
The Supreme Court makes the right decision in Google vs. Oracle, even if it didn’t make the best possible argument.
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
An Interview with Dan Wang About China, the U.S., and Technology
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 Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.