Daily Update
Archive of Daily Emails for Stratechery Members
-
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?
-
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.
-
Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter
Did COVID-19 drive the timing of Bob Iger stepping down? Then, the U.S. is reacting to the coronavirus, but not because of the federal government. Thank Twitter.
-
The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.
-
Six Deaths in King County, U.S. Mistakes, Paywalls and Pandemics
The situation in the U.S., particularly in the Seattle area, is likely worse than it appears; Microsoft and Amazon should take action. Then, the U.S. needs to rely on the private sector, and publishers need to remember why people pay.
-
COVID-19 Cancellations; Apple, China, and Data; What We (Might) Know
Tech companies are starting to cancel event and unnecessary travel as the coronavirus starts to spread in the United States and Europe. This is the correct decision, even if most economic activity should probably carry on.
-
Bob Iger Steps Down From Disney, Why Now?, Why Bob Chapek?
It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.
-
Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
-
The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens
An explanation of the strategy undergirding the Daily Update Podcast, how the implementation fits into that strategy, and how Spotify’s podcast strategy impacts Stratechery’s approach.
-
DOJ Public Workshop on Venture Capital and Antitrust
Video of Ben’s appearance on a panel for a Public Workshop on Venture Capital and Antitrust hosted by the Department of Justice