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.
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.
The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
The TikTok deal appears to be the worst of all possible outcomes.