Shopify Earnings, Shopify Audiences, The Shop App

Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.

EU Narrows Apple Case, Snap’s My AI

The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot

An Interview with Kevin Systrom and Mike Krieger About Artifact

An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.

From Bing to Sydney

More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.

Twitter Timelines, Azure and OpenAI, Apple and China

Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.