Daily Update
Archive of Daily Emails for Stratechery Members
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Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.
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Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
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Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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Personal Day — Sick
Personal Day — Sick