Daily Update
Archive of Daily Emails for Stratechery Members
-
Facebook Pay, Google Checking, Tech Company Differences
Facebook announced Facebook Pay, which is far different from Libra. Then, Google is apparently getting into checking, which leads to a question of motivations: each of the tech companies are approaching financial services from a different angle.
-
Microsoft Ignite, Azure Arc, Additional Insight Announcements
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
-
Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
-
Apple Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
-
HBO Max, AT&T’s Challenges, The Streaming Battleground
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.
-
Amazon Earnings, AWS Concerns, Google Earnings
Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.