Daily Update
Archive of Daily Emails for Stratechery Members
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Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
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Apple’s Response to Hey, Hey’s Response to Apple, Hey’s Limited Antitrust Options
Apple and Hey go back and forth, but probably not to court.
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Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
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Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
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Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.
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MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
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Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.