Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
Daily Update
Archive of Daily Emails for Stratechery Members
Google Versus Oracle, Copyright and APIs, Copyright Tradeoffs
The Supreme Court makes the right decision in Google vs. Oracle, even if it didn’t make the best possible argument.
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
Spotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.
Intel Questions, Facebook Pulls Up the Ladder
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
Stripe’s Role, Competition and Differentiation, The Local News Opportunity
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.