Daily Update
Archive of Daily Emails for Stratechery Members
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Spotify Subscription Audiobooks, Casual Fans and Bundles, Spotify’s Goals
Audiobooks on Spotify will not be available for “free” to Spotify Premium subscribers. It’s a move that makes sense for Spotify, and is one that authors should embrace.
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Hollywood Writers End Strike, The Utah Jazz and Las Vegas Knights Go Direct
Hollywood writer’s ended their strike and claimed victory, but the losses are coming regardless. Plus, what studios want from AI, and how new NBA local rights deals show how unprepared the NBA is for a new reality.
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Microsoft’s
SurfaceAI Event, The New Microsoft, The Old MicrosoftMicrosoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
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An Interview with Anduril Co-Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.
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Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.
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Instacart IPO, Instacart Conflict, Arm’s IPO Pop
Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.
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Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.
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An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
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Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.