Daily Update
Archive of Daily Emails for Stratechery Members
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More on Visa-Plaid, European Commission v. Amazon, Spotify Updates
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.
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Justice Department Sues to Block Visa Plaid Acquisition, Plaid’s Potential, Scalability and Antitrust
The Justice Department gets it right again with another lawsuit, this time against Visa’s acquisition of Plaid.
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Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
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AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
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Facebook Gaming, Facebook’s Innovation, Apple and Facebook
Facebook Gaming is perhaps the most innovative game streaming service; Apple should embrace it.
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More on iPhone, iPhone Naming, iPhone Pricing
More on last week’s iPhone launch, specifically the names and prices of the new iPhones.
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The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.