AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
Daily Update
Archive of Daily Emails for Stratechery Members
Airbnb Eliminates Guest Fees, Airbnb’s Initial Advantage, Airbnb’s Delay
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.
The Problem with “Aggregation Theory”, Demand at Scale, Supplier Power and Value
A response to The Problem with Ben Thompson’s ‘Aggregation Theory’, and why the Internet really is different (this Daily Update is freely accessible)
Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
Google and Huawei, Android and Huawei, The U.S. Impact
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
Uber’s Rocky IPO, What Went Wrong, The Perils of Private
What went wrong with Uber’s IPO, and why the trend to stay private longer is problematic for everyone involved.
Disney Takes Full Control of Hulu, Disney’s Organization, The Streaming Struggle
Disney has acquired control of Hulu, and has structured itself to take full advantage. Other streaming services, though, are not nearly as well-positioned.
The Supreme Court Rules Against Apple, In Favor of the Dissent, The Implications of Apple v Pepper
The antitrust case against the Apple App Store is going to move forward. It’s the wrong decision, and the reasons why explain why new legislation is needed.
Chris Hughes Versus Facebook, Breaking Down Hughes Article, The Privacy Paradox
Breaking down the Chris Hughes article about breaking up Facebook: it’s better than you think. Plus, the fundamental paradox when it comes to arguments about regulating Facebook.
Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.