An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for everyone.
Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
Amazon’s acquisition of PillPack makes a lot of sense for both companies, and it’s hard to argue that consumers won’t be the ultimate beneficiaries.
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.