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.
More on Spotify via interviews with Daniel Ek; then, Facebook and the Australian government come to an agreement that still entails paying off publishers.
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.
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
Considering a world of memes is uncomfortable, and perhaps explains why journalists want a world of information control. The problem is that we will never be better at this than China.
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.