Apple has had a recent spat of bad software bugs. Software is hard, but Apple has more to lose from its reputation than most. Could there be too much integration?
Daily Update
Archive of Daily Emails for Stratechery Members
AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.
“Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust
Follow-up on net neutrality, and why the evidence suggests that less regulation has indeed spurred more investment; antitrust, though, is key.
Meredith Buys Time Inc., Meredith’s Business, About the Koch Investment
Meredith is buying Time Inc.; most media coverage is focused on the Koch investment, but Meredith itself is far more interesting as a publisher that is succeeding.
The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections
The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.
Popping the Publishing Bubble, Revisited; BuzzFeed’s Struggles; Axios’ Success
News from BuzzFeed in particular suggest the digital publishing bubble may be bursting. Axios, meanwhile, shows that subscriptions aren’t the only answer — but niche may be.
Bob Lutz on the Future of the Automobile, Uber and Lyft Ban Rider, Twitter’s Verification Mess
If the only way to get a ride is through a transportation company, should your political views matter? Twitter is, unintentionally, making that a moot point by setting the stage for regulation.
SendGrid IPOs, The Nintendo Marios
SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.
Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap
Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.