Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
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.
Microsoft Buys Nuance, Understanding Nuance, In the Loop
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
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.
Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.
Intel Questions, Facebook Pulls Up the Ladder
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.