Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
Replit and Google, The Google Perspective, Twitter’s Bad Idea
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.
An Interview with Kevin Systrom and Mike Krieger About Artifact
An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.
Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls
Section 230 is going before the Supreme Court: are content recommendations covered like moderation? A loss for Google would be an opportunity for Congress to protect essential rights.
The Four Horsemen of the Tech Recession
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case
An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
Twitter Timelines, Azure and OpenAI, Apple and China
Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.
Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model
Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as to Twitter’s business model focus going forward.
Twitter’s Link Ban, Network Portability, China and the Trailing Edge
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
Apple iCloud Encryption, CSAM Scanning and Convergent Encryption
Apple announced end-to-end encryption for iCloud, even as it officially abandoned its on-device CSAM-scanning approach; the details of its plan leave open the door for scanning in the cloud.