An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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.
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
An Interview with The New York Times Company CEO Meredith Kopit Levien about her path to The New York Times Company, what it is like managing an entity where the most important product is out of your control, and a substantial dive into her thinking about bundles, recent acquisitions, and how The New York Times Company can transform from a skyscraper into a neighborhood.
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.