A backdoor was inserted in an obscure open source project, and uncovered nearly by accident. What happened, how did it happen, and what needs to happen to prevent it in the future?
Daily Update
Archive of Daily Emails for Stratechery Members
MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?
An Interview with Hugo Barra About a Career in Tech and the Future of VR
An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro.
Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
Apple Releases AI Research Paper, Apple + Gemini?
Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.
An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
Reddit S-1, Reddit’s Prospects, Reddit Grows Up
Reddit’s S-1 shows numbers that are moving in the right direction, even if the scale of the company’s money-making opportunity isn’t clear.