Daily Update
Archive of Daily Emails for Stratechery Members
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Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
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Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
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An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
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MLS on Apple TV, The MLS Perspective, The Apple Perspective
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
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NESN 360, NESN and vMVPDs, Cable and the User Experience
NESN, the regional sports network that shows Red Sox games, is going over-the-top, but its appeal may be limited. Plus, reflecting on Cable’s Last Laugh.
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An Interview With Babylist Founder and CEO Natalie Gordon
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
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More on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down
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Apple WWDC, M2, Additional Notes
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
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Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.