Daily Update
Archive of Daily Emails for Stratechery Members
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Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
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Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
Microsoft didn’t just win its case against the FTC: the totality of its victory calls into question the FTC’s legitimacy, and may lead to more acquisitions in the future.
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Summer Break: Week of July 3rd
Stratechery is on summer break the week of July 3. There will be no Weekly Article or Updates. The next Update will be on Tuesday, July 11. In addition, the next episode of Sharp Tech will be on Monday, July 10, and the next episode of Dithering will be on Tuesday, July 11. Sharp China […]
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Starlink Solution, Starlink Experience, Starlink Implications
A look at the implications of Starlink with observations from a recent personal experience.
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Friction Follow-Up, Databricks Acquires MosaicML
More on the trade-offs (and benefits) of Amazon’s scale, and initial reactions to Databricks’ acquisition of MosaicML.
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An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
An Interview with Boom founder Blake Scholl about building a supersonic airliner, including fundraising, airline economics, and why tech is about more than zero marginal costs.
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EV Charging Standards, Tesla’s Strategy, Tesla’s Reward
It increasingly looks like Tesla’s standard for charging will be the standard for the industry. Why did Tesla seize this opportunity, and why do they deserve to profit from it?