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Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
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The PC Epoch
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The PC Epoch
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The Internet Epoch
Subscriber’s Daily Update
Wednesday, July 28, 2021
Apple Earnings, Microsoft and LinkedIn
Tuesday, July 27, 2021
Snap Earnings, Twitter Earnings, Additional Notes
Monday, July 26, 2021
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Tuesday, July 20, 2021
The NSO Group, BlastDoor and Software Bugs, Apple’s Response