Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
Daily Update
Archive of Daily Emails for Stratechery Members
Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
Apple Centricity, Watch Tentposts, Apple’s Philosophy and Managing Time
An overview of the WWDC keynote, including Apple’s transition away from touch, how the Apple Watch is reaching its potential, and why Apple’s approach to screen time is so refreshing.
Microsoft to Buy GitHub, A Win for GitHub, Facebook’s Data-Sharing Deals with Device Makers
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
Internet Trends: Smartphones and Internet Usage, Tech’s Takeover, The Small Business Revolution, Tech’s Deflationary Effect
The slides that stood out to me from Mary Meeker’s annual Internet Trends report.
Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram
Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.
Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
Spotify’s New Hate Policy, Twitter’s Behavior Policy, YouTube Music and YouTube Premium
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.