An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
An explanation of the strategy undergirding the Daily Update Podcast, how the implementation fits into that strategy, and how Spotify’s podcast strategy impacts Stratechery’s approach.
Video of Ben’s appearance on a panel for a Public Workshop on Venture Capital and Antitrust hosted by the Department of Justice
Brandless is closing down, which is being spun into a commentary on Softbank. This is fair, but the bigger takeaway is about DTC broadly.
The Coronavirus continues to spread in China, even as reports emerge of why it was not dealt with in time to make a difference, reframing the costs of authoritarianism.
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
The fiasco surround the Iowa caucuses is an occasion to learn three lessons: what is a tech company, technology is hard, and why Facebook is like Microsoft.