Daily Update
Archive of Daily Emails for Stratechery Members
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The Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
The Apple-Google partnership is valuable not just for what it offers today, and for it might offer in the future, but also the decisions it forces on us as a society.
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Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
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Apple and Amazon Make a Deal, Three Angles, Apple vs. Amazon
Apple and Amazon make a deal; I suspect it has been in the works for a long time, including Apple Music being on Alexa.
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Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
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Zoom and Facebook, Zoom Mistakes, Zoom Fixes
Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.
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Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
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Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
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Working From Home with Kids, What About Pay TV?, An NBA Proposal
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
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Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.