It appears that Vice President Biden will win, and that Republicans will hold the Senate, which is the best possible outcome for big tech. Plus, Prop 22 saves Uber, and also hurts it.
Daily Update
Archive of Daily Emails for Stratechery Members
Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
Tech in Congress, Again; Twitter vs. the New York Post; Who Are the Refs?
Congressional tech hearings are becoming more compelling with time, as tech companies run the risk of making not just economic enemies but political ones.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
Facebook Gaming, Facebook’s Innovation, Apple and Facebook
Facebook Gaming is perhaps the most innovative game streaming service; Apple should embrace it.
Facebook and the NYU Ad Observatory, Facebook’s FTC Decrees, Tradeoffs and Politics
The dispute between Facebook and the Ad Observatory are just as emblematic of the trade-offs between privacy and social responsibility as Clearview AI.
More on iPhone, iPhone Naming, iPhone Pricing
More on last week’s iPhone launch, specifically the names and prices of the new iPhones.
The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
Facebook’s Missing Monopoly, Facebook Takes Down QAnon, Facebook Versus Turkey
Calling Facebook a monopoly in the antitrust sense doesn’t make any sense, because digital goods aren’t a zero-sum game. Facebook, though, is increasingly American in the way it operates.