Stratechery will be on vacation from March 21-24. The next Update will be on March 28.
Daily Update
Archive of Daily Emails for Stratechery Members
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
An Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
Shopify partners with Shippo, and Shippo founder Lauren Behrens Wu explains what Shippo is and why she is passionate about shipping.
Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
An Interview With Rippling Founder Parker Conrad
An Interview With Rippling Founder Parker Conrad
Amazon Launches Luna, Apple and Russia
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.