Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
Daily Update
Archive of Daily Emails for Stratechery Members
ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
Facebook Messenger Updates, WhatsApp vs. Apple, Facebook’s CSAM Approach
Facebook may have taken advantage of Apple’s controversy to make its own encryption announcements; the company made its own news in its criticism.
Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
Apple’s Point-of-View, NFTs and Status, NFTs and Standard Formats
More from Apple about why they chose the approach to scanning for CSAM that they did; then, why NFTs reliance on standard formats makes them more valuable, not less.
Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.
Square Buys Afterpay, Network Effects, Apple and the Cost of Time
Afterpay is a leading market in “Buy Now Pay Later”; Square’s purchase makes a lot of sense, and the price is worth the time it would take to build a competitor.
Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.
Facebook Earnings, The ATT Transition, Facebook’s Outlook
Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.