Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.
Daily Update
Archive of Daily Emails for Stratechery Members
Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
App Store Injunction Stayed, Fingerprinting on iOS, Life360 and Apple’s Missing Leverage
Apple wins in court, probably for good; meanwhile, its tracking rules aren’t really being enforced, and probably can’t be, which means Apple’s overreach was a mistake.
The Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.
FTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM’s Future
The FTC is suing to block Nvidia’s ARM acquisition; it is a plausible argument, although Nvidia can make a pro-innovation case. Regardless, ARM’s future looks shakier than before.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Why Subscription Twitter is a Terrible Idea, Twitter Bans Sharing Private Photos and Videos, Twitter and Free Speech
Why making Twitter into a subscription business would be a terrible idea, how Twitter’s new policy is reactionary, and how the shows how much Twitter has changed
Stratechery and Thanksgiving
An update on Stratechery and why I’m particularly thankful this Thanksgiving.
Spotify’s Earnings; Spotify’s Podcast Payoff; Universal, Taylor Swift, and Internet Power
Spotify’s earnings show that their strategy is working exactly as predicted; then, Universal is responding to Taylor Swift’s leveraging of Internet power.
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.