Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
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.
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
The chip shortage facing the automobile industry has more to do with the auto industry’s failure to understand chips than a lack of U.S. capacity; still, a crisis in one area might fix another.
Good morning, Yesterday’s Spotify post probably should have been a Weekly Article; I’m writing follow-up all the same! On to the update: More from Daniel Ek Spotify CEO Daniel Ek did an interview with The Verge and a question-and-answer session with investors after the Stream On event that I wrote about yesterday. I thought thereReading […]
Google gives in in Australia, not to the government, but to News Corp. Facebook, meanwhile, pulls out; they are right on the merits, but terrible at the politics.