Good morning, Former President Donald Trump, who is not yet allowed back on Facebook, has a new blog! I actually think the format — it’s kind of like a Micro.blog, with Twitter and Facebook share links (but unfortunately no RSS) — is a good match for Trump’s style; more importantly, it’s a good reminder that […]
Daily Update
Archive of Daily Emails for Stratechery Members
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
Facebook’s Audio Announcements, Facebook and Creators
Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.
The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.