Spotify’s Stream On event advertised Spotify’s ambitions to become an Aggregator. The plans were impressive, but should Spotify go even further?
Daily Update
Archive of Daily Emails for Stratechery Members
Nonfungible Tokens, NBA Top Shot, The Creation of Consumption
NFTs are useful not simply because they are unique, but because they are an easy-to-understand way to understand the importance of blockchains.
Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Cynicism
Google gives in in Australia, not to the government, but to News Corp. Facebook, meanwhile, pulls out; they are right on the merits, but terrible at the politics.
Clubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization
More on Clubhouse, including the importance of AirPods, why it is different than Meerkat, conflict between privacy and competition, and monetization options.
Mistakes, Memes, and Foreign Ground; Coronavirus Context; The New York Times and the China Model
Considering a world of memes is uncomfortable, and perhaps explains why journalists want a world of information control. The problem is that we will never be better at this than China.
Google Earnings, Google’s Response to ATT, Google Cloud Losses
Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.
Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels
Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Twitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
Clubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
Clubhouse is (reportedly) a unicorn; where it sits as an audio app is as interesting as its status as a social network.
Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.