Daily Update
Archive of Daily Emails for Stratechery Members
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IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
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Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
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Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.
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Amazon One, How Amazon One Works, Good or Bad Idea?
Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?
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Widgetsmith, Apple’s Curation, Google’s Reported Clampdown
The story of Widgetsmith, why Apple doesn’t have to worry about curation, and why Google is happy to follow along.
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Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.