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Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

Posted onTuesday, March 1, 2022Tuesday, March 1, 2022 Author by Ben Thompson

Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.

Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up

Posted onMonday, February 28, 2022Tuesday, March 1, 2022 Author by Ben Thompson

The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.

The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question

Posted onThursday, February 10, 2022Tuesday, February 15, 2022 Author by Ben Thompson

Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.

Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel

Posted onThursday, January 27, 2022Thursday, January 27, 2022 Author by Ben Thompson

Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.

Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea

Posted onWednesday, January 12, 2022Wednesday, January 12, 2022 Author by Ben Thompson

Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change

The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye

Posted onWednesday, December 15, 2021Wednesday, December 15, 2021 Author by Ben Thompson

Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.

Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips

Posted onMonday, December 13, 2021Monday, December 13, 2021 Author by Ben Thompson

Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.

The Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk

Posted onWednesday, December 8, 2021Wednesday, December 8, 2021 Author by Ben Thompson

The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.

Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal

Posted onWednesday, November 10, 2021Wednesday, November 10, 2021 Author by Ben Thompson

Metaverse follow-up, and then both Apple and Google lose in court

Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice

Posted onMonday, November 8, 2021Monday, November 8, 2021 Author by Ben Thompson

Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

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Weekly Updates via
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Explore Stratechery

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  • Years in Review

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