Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
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.
Looking back on the pandemic through the lens of Stratechery’s Articles about information. Plus, why Zeynep Tufekci is the writer of the year.