Daily Update
Archive of Daily Emails for Stratechery Members
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Microsoft’s Surface Event, Victors and History, Microsoft’s Hardware Prospects
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
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Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
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Facebook Acquires CTRL-Labs, Acquisitions and Value, The Portal and Facebook’s Reputation
Facebook is acquiring CTRL-Labs, a computer-neural interface that is potentially a great fit with Oculus. At this point, though, is Facebook’s involvement in this new technology value-destructive?
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Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
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WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big
WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.
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AB 5, Uber, and the Gig Economy; The ABC Test; What Comes Next
California has passed a new bill, AB 5, that may have a big impact on Uber, Lyft, and other similar companies, but only if it survives court and ballot challenges. The unintended consequences could be huge.