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  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

  • Netflix Goes Global, iPhone Worry

    Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.

  • Star Wars Grosses >$500 million, Disney: Cable or Content?, Goldman Sachs Recants on Microsoft

    Star Wars has significantly exceeded expectations, yet Disney’s stock is down. The question is what matters: content, or cable networks? I argue it is the former, and that Disney’s future is bright.

  • Apple Drops Planned Live TV Service, YouTube’s Top Ten Videos of 2015, Apple and the NFL?

    Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?

  • YouTube Red, Yahoo Stumbles

    YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.

  • Twitter Suspends Accounts Over GIFs, SnapChat Shuts Down Snap Channel, More on Moments

    Twitter suspended a couple of accounts for tweeting sports highlights GIFs. First a bit about the issue at hand, and then a bigger picture look at what this says about Moments, if anything. Then, Snapchat is getting out of original programming, which is a great sign. Finally, what the future of Moments should look like.

  • Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware

    There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.

  • The Amazon Fire Lineup, The Apple TV, Cable’s User Experience Advantage

    An overview of Amazon’s new fire lineup and how it fits with the company’s overall strategy, an overview of the Apple TV from last week’s event, and a discussion about the fundamental challenge facing all of these TV boxes.

  • Amazon Retrenches on Hardware, Apple to Create Original Programming?

    Amazon is making big changes at Lab126, its hardware subsidiary, after the Fire phone flop. I think it’s a fantastic sign for the company going forward. Plus, Apple is reportedly thinking about getting into original content; there are both optimistic and pessimistic spins to put on this, but ultimately I think it’s a bad idea.

  • Ballmer’s Bad Bundle Economics, Netflix Loses Epix Movie Deal

    The Daily Update is back with a renewed focus on streaming, bundling, and over-the-top offerings. First up is an analysis of Steve Ballmer’s rumored plans to launch an over-the-top network for Clippers games, and more broadly, a discussion about why bundling works. Then, Netflix loses movies, but it’s the content companies that are losing more from…