Daily Update

Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC

Monday, July 27, 2020

Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?

Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now

Thursday, July 23, 2020

Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Wednesday, July 22, 2020

Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.

Apple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment

Monday, July 20, 2020

Apple wins its EU tax case, while the privacy approaches of the US and EU are ruled incompatible. Then, why banning a network is different than censorship.

The Twitter Hack, Twitter Failures, Facebook and TikTok

Thursday, July 16, 2020

Twitter gets hacked, which points to both Twitter failures and tech industry blindspots. Then, why Facebook may not want a TikTok ban.

Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited

Wednesday, July 15, 2020

A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.

Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads

Monday, July 13, 2020

Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.

Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong

Wednesday, July 8, 2020

Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.

Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels

Monday, July 6, 2020

Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.

Stratechery is on Summer Break July 1-2

Wednesday, July 1, 2020

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Stratechery is on Summer Break July 1-2

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips