Daily Update
Archive of Daily Emails for Stratechery Members
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Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game
Netflix will no longer report subscriber numbers; it seems they are settling into a waiting game as they build up their tech and wait for their competitors to throw in the towel.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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More on Humane, Limitless, The iPhone Integration Barrier
More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier.
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An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
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Personal Day
Personal Day announcement
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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
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The XZ Backdoor, What Happened, Open Source Safety
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?
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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?