Daily Update
Archive of Daily Emails for Stratechery Members
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Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
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Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
Google’s Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre decision given that Gemini seems capable enough on its own, and also demonstrates Google’s ability to integrate from silicon to model.
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Spotify Layoffs, Lessons From Spotify, Ek’s Letter and Spotify’s Debt
Spotify is conducting big layoffs, thanks in part to debt it took out in a zero-interest rate environment. What is more problematic is that the company has little to show for its spending.
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The College Football Playoff, Events Over Inventory, NASCAR’s New Deal
The College Football Playoff, along with the overall evolution in college football, highlight the importance of events over inventory. Plus, NASCAR’s new TV deal, which includes Amazon.
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AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.