It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis.
Market-Making on the Internet
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.