Daily Update
Archive of Daily Emails for Stratechery Members
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Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
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Stripe’s Role, Competition and Differentiation, The Local News Opportunity
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
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The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.
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Google Goes to 15%, Taxes and Monopolies, The CAID
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
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Roblox vs. Second Life (and Minecraft), The Creativity Era, Roblox’s Business
More on what makes Roblox unique, and why App Store fees are ever more difficult to justify.
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The NFL’s New Rights Deals, Amazon’s Rumored Deal, Post-Pandemic Sports
The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.
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Google’s Ad Announcement, The Privacy Sandbox, Google’s Advantage
Google’s latest ad announcement sounds like a big win for privacy, but it may make practical outcomes worse for users, with little harm to Google.