Daily Update
Archive of Daily Emails for Stratechery Members
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Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
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Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
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Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
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Amazon Prime Day and Prime Challenges, Facebook Diversity Numbers Don’t Budge
Amazon Prime Day was a smashing success, at least if you ask Amazon. The ongoing shift in ecommerce models, though, threatens Prime’s underlying value proposition. Then, Facebook’s disappointing diversity numbers.
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Facebook and Twitter to Stream Conventions; ESPN Going Over-the-top, Kind-of
The different approaches Facebook and Twitter are taking to the political conventions get at the differences between the two platforms; then, ESPN continues to experiment with going over-the-top
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The Pokémon Go Phenomenon, Nintendo’s Pivot, Additional Notes on Pokémon Go
Pokémon Go is a phenomena. What matters, though, is what it says about Nintendo and the way it might approach mobile going forward. Plus, what makes a good product, and why the augmented reality hype is both overblown yet justified.
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Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
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The Tesla Autopilot Fatality, Uber Partners with Hertz
The first fatality due to self-driving cars captures why this space is so difficult: the numbers favor Tesla, but the optics may not. Then, why Hertz’ partnership with Uber is so fascinating.