Stratechery
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Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance.
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Stratechery Plus + Asianometry
Stratechery Plus adds Asianometry
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MKBHDs For Everything
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
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Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
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Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
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Sharp Tech and Stratechery Plus
Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and Dithering.
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Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
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An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.