Apple and Hey go back and forth, but probably not to court.
Daily Update
Archive of Daily Emails for Stratechery Members
Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.
MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.
Zuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction
Why Mark Zuckerberg has made the right choice about Trump’s posts, why his power is a problem, and why his conviction is impressive.
HBO Max Launches, Amazon and Roku, Apple in 3rd
HBO Max is confusing because of negotiations with cable carriers, which is expected, and negotiations with OTT resellers, which perhaps was not. Then, is Apple making a move?