The latest controversy in the basketball world illustrates how the destruction of media business models has far-ranging effects. Then, the Logan Paul controversy, and why the way forward depends on getting core assumptions right.
Daily Update
Archive of Daily Emails for Stratechery Members
Vulnerabilities, Philosophies, and Ad-Blockers; Intel’s Response; The Advantage of Serverless
Follow-up on Meltdown and Spectre, Intel’s obfuscation, and why serverless is better.
Facebook and Age Discrimination, Apple Slows Down iPhones?, 2017: When Tech Grew Up
Facebook is accused of abetting age discrimination, which raises many of 2017’s most prominent themes. So does the news that Apple slows down iPhones.
Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Patreon Reverses Itself, The Patreon Backstory and the Reality of Fees, Patreon’s Mistake
Patreon recently changed its fee structure — and then changed it back. The problem is rooted in Patreon’s history and it its misunderstanding of the value chain in which it operates.
Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
Snapchat’s Redesign, Spiegel’s New (Old) Vision, Tencent and Spotify
Snap has a more cogent vision than the one it presented in its S-1; the problem is it might be too late. Tencent, meanwhile, fresh off its Snap investment has picked up a piece of Spotify.
Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means
Susan Fowler is tech’s person of the year, both because of her impact on Uber and on the tech industry broadly.
The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon
Society collectively decides what is wrong through laws: that’s a useful bright line for platforms. Then, YouTube is demonstrating its market power, and Google and Amazon are acting like monopolies.