Stratechery

• Amazon's Durability
  2026-05-05 10:01:14
• Tim Cook's Impeccable Timing
  2026-04-21 10:00:00
• Mythos, Muse, and the Opportunity Cost of Compute
  2026-04-13 10:00:00
• Apple's 50 Years of Integration
  2026-03-31 10:00:00
• Agents Over Bubbles
  2026-03-16 10:00:00
• Anthropic and Alignment
  2026-03-02 11:00:00
• Thin Is In
  2026-02-17 11:00:00
• Microsoft and Software Survival
  2026-02-03 11:00:00
• TSMC Risk
  2026-01-26 11:00:00
• Apple: You (Still) Don't Understand the Vision Pro
  2026-01-12 11:00:00
• AI and the Human Condition
  2026-01-05 11:00:00
• Netflix and the Hollywood End Game
  2025-12-08 11:00:00
• Google, Nvidia, and OpenAI
  2025-12-01 15:03:58
• Robotaxis and Suburbia
  2025-11-18 11:00:00
• The Benefits of Bubbles
  2025-11-05 11:00:00
• Resiliency and Scale
  2025-10-22 10:00:00
• OpenAI's Windows Play
  2025-10-07 09:57:32
• Sora, AI Bicycles, and Meta Disruption
  2025-10-06 10:04:14
• The YouTube Tip of the Google Spear
  2025-09-23 10:00:00
• iPhones 17 and the Sugar Water Trap
  2025-09-10 10:32:53
• U.S. Intel
  2025-08-26 10:00:00
• Facebook is Dead; Long Live Meta
  2025-08-14 14:34:02
• Paradigm Shifts and the Winner's Curse
  2025-08-06 15:33:50
• Content and Community
  2025-07-21 12:10:03
• Tech Philosophy and AI Opportunity
  2025-07-08 15:06:51
• Checking In on AI and the Big Five
  2025-06-23 15:25:43
• Apple Retreats
  2025-06-10 14:01:39
• The Agentic Web and Original Sin
  2025-05-20 14:48:00
• Platform Power Is Underrated
  2025-05-05 15:12:09
• Apple and the Ghosts of Companies Past
  2025-04-22 11:03:16
• American Disruption
  2025-04-09 11:28:45
• Trade, Tariffs, and Tech
  2025-04-07 12:05:39
• YouTube TV, Wiz, and Why Monopolies Buy Innovation
  2025-03-24 15:02:47
• Apple AI's Platform Pivot Potential
  2025-03-10 12:00:05
• AI Promise and Chip Precariousness
  2025-02-25 16:53:54
• Deep Research and Knowledge Value
  2025-02-10 15:37:46
• DeepSeek FAQ
  2025-01-27 14:05:14
• Stratechery Plus + Asianometry
  2025-01-20 16:16:26
• AI's Uneven Arrival
  2025-01-13 14:59:09
• Intel's Death and Potential Revival
  2024-12-09 12:59:01
• The Gen AI Bridge to the Future
  2024-12-02 15:19:02
• A Chance to Build
  2024-11-18 16:01:45
• Meta's AI Abundance
  2024-10-29 12:52:52
• Elon Dreams and Bitter Lessons
  2024-10-15 16:12:49
• Enterprise Philosophy and The First Wave of AI
  2024-09-24 11:45:52
• Boomer Apple
  2024-09-10 13:27:31
• Intel Honesty
  2024-09-03 13:36:30
• Integration and Android
  2024-08-14 13:52:06
• Friendly Google and Enemy Remedies
  2024-08-06 18:04:56
• Crashes and Competition
  2024-07-22 10:00:06
• The E.U. Goes Too Far
  2024-07-08 18:09:35
• Apple Intelligence is Right On Time
  2024-06-10 13:55:20
• An Interview with AMD CEO Lisa Su About Solving Hard Problems
  2024-06-06 10:55:29
• Databricks Buys Tabular, The End of Software?
  2024-06-05 14:41:21
• Nvidia at Computex, Nvidia's Roadmap, Horizontal Nvidia
  2024-06-04 13:25:04
• Computex 2024, Is AWS Modular or Integrated?
  2024-06-03 14:44:54
• An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
  2024-05-30 10:47:13
• AI Integration and Modularization
  2024-05-29 16:34:07
• Nvidia Earnings, AMD Earnings, Nvidia's Goldilocks Pitch
  2024-05-28 13:40:12
• Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
  2024-05-23 09:35:33
• Microsoft Build, Copilot Platforms, A Note on Recall
  2024-05-22 12:06:44
• Windows Returns
  2024-05-21 09:59:36
• Netflix and the NFL, Netflix Internalizes Ads, Comcast's Bundle
  2024-05-20 10:25:00
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
  2024-05-16 10:00:47
• Google I/O, Google's Strengths and Weaknesses, AI Search
  2024-05-15 15:48:43
• OpenAI's Spring Event, GPT-4o, OpenAI and Apple
  2024-05-14 10:52:31
• The Great Flattening
  2024-05-13 10:26:20
• An Interview with Matthew Belloni About Hollywood's Streaming Struggles
  2024-05-09 11:12:30
• Apple's iPad Event, The Peaceful iPad, Disney Earnings
  2024-05-08 13:21:25
• TSMC Earnings, TSMC's Pricing Mistake, Intel v. TSMC
  2024-05-07 16:15:42
• Apple Earnings, Wearables and Vision Pro, AI Leverage
  2024-05-06 13:06:58
• An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI
  2024-05-02 12:17:14
• The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
  2024-05-01 13:45:32
• Google Earnings, Google's Re-Org, Google's True Moonshot
  2024-04-30 13:57:26
• Meta and Reasonable Doubt
  2024-04-29 14:30:49
• An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
  2024-04-25 10:00:13
• Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
  2024-04-24 13:05:08
• Meta and Open
  2024-04-23 15:32:32
• Netflix Earnings, Netflix's Reporting Change, Netflix's Waiting Game
  2024-04-22 13:48:34
• An Interview with Michael Morton About E-Commerce Winners and Losers
  2024-04-18 10:58:54
• More on Humane, Limitless, The iPhone Integration Barrier
  2024-04-17 13:44:52
• MKBHDs For Everything
  2024-04-16 15:25:12
• Intel's Modular Vision, Meta MTIA 2, Google Axion
  2024-04-15 13:19:43
• An Interview with Google Cloud CEO Thomas Kurian About Google's Enterprise AI Strategy
  2024-04-11 10:41:03
• Gemini 1.5 and Google's Nature
  2024-04-10 15:15:03
• Personal Day
  2024-04-09 14:34:05
• The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
  2024-04-08 12:53:48
• An Interview with Benedict Evans About Regulation and AI
  2024-04-03 13:08:19
• The XZ Backdoor, What Happened, Open Source Safety
  2024-04-02 11:37:58
• MLS on Vision Pro, The Vision Pro's Missing Content, The Vision Pro's DRI
  2024-04-01 12:53:03
• An Interview with Hugo Barra About a Career in Tech and the Future of VR
  2024-03-28 10:17:04
• Apple and Antitrust for Aggregators, DMA Investigations and Apple's Risk
  2024-03-27 13:16:50
• Apple and the Monopoly Question, iPhone Market Share, Apple's Durability
  2024-03-26 12:42:46
• United States v. Apple
  2024-03-25 14:16:09
• An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
  2024-03-21 13:19:06
• Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn't
  2024-03-20 13:34:49
• Nvidia Waves and Moats
  2024-03-19 13:48:04
• Apple Releases AI Research Paper, Apple Gemini?
  2024-03-18 12:52:36
• An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
  2024-03-14 09:34:02
• Reddit S-1, Reddit's Prospects, Reddit Grows Up
  2024-03-13 10:48:49
• Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
  2024-03-12 12:17:41
• Congress Considering TikTok Ban, TikTok's War, What Now?
  2024-03-11 12:40:53
• Apple Fined by European Commission, Apple's Spotify Press Release, Apple Revokes Epic's Developer Account (Again)
  2024-03-07 10:18:21
• Elon Musk vs. OpenAI, OpenAI's Response, OpenAI's Foundational Problem
  2024-03-06 10:06:19
• India and Gemini, Ten Blue Links, The Complicity Framework
  2024-03-05 13:34:05
• Aggregator's AI Risk
  2024-03-04 15:44:18
• An Interview with Nat Friedman and Daniel Gross Reasoning About AI
  2024-02-29 11:36:00
• Mistral, Microsoft's Investment, Generative AI and Customer Support
  2024-02-28 13:29:06
• Nvidia Earnings, Inference and Meta
  2024-02-27 12:23:44
• Gemini and Google's Culture
  2024-02-26 15:38:47
• An Interview with Matthew Ball About the Vision Pro and the State of Gaming
  2024-02-22 12:29:43
• Groq Costs, Gemini Pro 1.5, Google's Timidity
  2024-02-21 13:14:52
• Sora, Groq, and Virtual Reality
  2024-02-20 14:52:02
• Xbox's Announcement; Microsoft's Messy Middle; Apple in Europe, Continued
  2024-02-19 13:32:44
• An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
  2024-02-15 10:36:43
• Xbox Games to Go Cross-Platform?, Console Context, Xbox's Final Strategy
  2024-02-14 10:30:57
• Vision Pro on an Airplane, The Apple TV Services Story, Apple Earnings Notes
  2024-02-13 10:32:37
• An Interview with Eric Seufert About Meta at the Top
  2024-02-08 10:54:26
• Vision Pro at Work, The Sports Bundle
  2024-02-07 13:40:51
• The Apple Vision Pro
  2024-02-06 14:00:37
• Meta Earnings; Meta, AI, and ATT; Meta's New Playbook
  2024-02-05 13:36:37
• An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)
  2024-02-01 11:00:26
• Google Earnings, Microsoft Earnings
  2024-01-31 14:05:44
• Intel's Humbling
  2024-01-30 13:31:07
• Apple and the DMA, Apple and "Or", A Reluctant Apple Apologist
  2024-01-29 15:00:18
• An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
  2024-01-25 11:50:33
• TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
  2024-01-24 13:09:43
• Amazon and Diamond Sports, Netflix and WWE
  2024-01-23 14:31:52
• The Apple Vision Pro's Missing Apps
  2024-01-22 15:59:38
• An Interview with Om Malik About Tech's History and Future
  2024-01-18 10:33:43
• The Supreme Court Declines to Hear Apple-Epic, Apple's (Predictable) Response
  2024-01-17 11:00:46
• OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
  2024-01-16 11:00:06
• An Interview with Arm CEO Rene Haas
  2024-01-11 11:00:09
• AI at CES, The Rabbit R1
  2024-01-10 13:48:11
• Substack and Platformer, Moderation and Infrastructure, Bars and Culture
  2024-01-09 15:52:40
• The New York Times' AI Opportunity
  2024-01-08 17:20:47
• Adobe Abandons Figma Acquisition; The Neo-Brandeis Movement's Missed Opportunity; First, Do No Harm
  2023-12-20 12:53:07
• Apple Watch Import Ban, Apple v Masimo, Apple's Response
  2023-12-19 12:54:52
• Google's True Moonshot
  2023-12-18 15:54:10
• An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
  2023-12-14 11:18:35
• Netflix's Data Drop, Power Laws, Netflix's Motivations
  2023-12-13 13:23:19
• Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
  2023-12-12 13:09:59
• Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
  2023-12-11 14:56:41
• An Interview with Michael Nathanson About a Tumultuous Year in Media
  2023-12-07 12:26:33
• Spotify Layoffs, Lessons From Spotify, Ek's Letter and Spotify's Debt
  2023-12-06 13:52:54
• Regretful Accelerationism
  2023-12-05 15:29:10
• The College Football Playoff, Events Over Inventory, NASCAR's New Deal
  2023-12-04 14:40:19
• An Interview with Roblox CEO David Baszucki About Advertising and AI
  2023-11-30 12:51:21
• AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
  2023-11-29 14:24:24
• AWS:reInvent, Serverless and the Smiling Curve, AI Services
  2023-11-28 15:35:08
• Sam Altman Back at OpenAI, Q*, Going Forward
  2023-11-27 13:56:10
• The OpenAI Saga Continues, Microsoft's New Chips, Microsoft's AI Platform Hedge
  2023-11-21 14:25:36
• OpenAI's Misalignment and Microsoft's Gain
  2023-11-20 12:07:13
• An Interview with Bill Bishop and Andrew Sharp Checking In on China
  2023-11-16 11:00:14
• Google's Apple Payments; Apple Services: Narrative vs. Reality; Google's Motivation
  2023-11-15 11:00:20
• Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance
  2023-11-14 11:00:12
• Disney Earnings, Disney 3.0, Streaming and Sports
  2023-11-13 11:00:12
• An Interview with Intel CEO Pat Gelsinger About Intel's Progress Towards Process Leadership
  2023-11-09 12:15:59
• Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
  2023-11-08 12:13:10
• The OpenAI Keynote
  2023-11-07 14:51:39
• Apple Earnings, Shopify Earnings
  2023-11-06 13:53:41
• An Interview with Spike Eskin About Radio, Podcasts, and Internet Stars
  2023-11-02 12:01:18
• Attenuating Innovation (AI)
  2023-11-01 13:58:49
• Amazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
  2023-10-31 12:54:18
• Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect
  2023-10-30 16:13:12
• An Interview with Gregory Allen About the Updated China Chip Ban
  2023-10-26 12:24:57
• Google Earnings, Microsoft Earnings, AI Leverage
  2023-10-25 11:53:29
• ESPN Financials, NBA Spin, Jon Stewart vs. Apple
  2023-10-24 13:45:59
• Netflix Earnings, Netflix's Licensing Pitch, Netflix Gaming Revisited
  2023-10-23 13:29:47
• An Interview with Former TechCrunch Editor-in-Chief Matthew Panzarino About Covering Technology
  2023-10-19 11:00:52
• China Chips and Moore's Law
  2023-10-18 15:18:14
• Adobe Max, Figma and Firefly, The Icon of Transparency
  2023-10-17 13:11:47
• Unity CEO Out, Microsoft Owns Activision
  2023-10-16 11:30:38
• An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
  2023-10-05 10:16:41
• Spotify Subscription Audiobooks, Casual Fans and Bundles, Spotify's Goals
  2023-10-04 13:03:28
• Hollywood Writers End Strike, The Utah Jazz and Las Vegas Knights Go Direct
  2023-10-03 10:20:45
• AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic
  2023-10-02 12:57:46
• AI, Hardware, and Virtual Reality
  2023-09-28 18:12:01
• FTC Sues Amazon, FBA and Prime, Pricing Punishment
  2023-09-27 12:59:38
• Sick Day
  2023-09-26 11:04:14
• Microsoft's AI Event, The New Microsoft, The Old Microsoft
  2023-09-25 12:18:55
• An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military
  2023-09-21 09:44:34
• Max Gets Sports, The Fox Linchpin, Disney's Taylor Swift Era Confirmed
  2023-09-20 12:19:53
• Instacart IPO, Instacart Conflict, Arm's IPO Pop
  2023-09-19 13:12:55
• Unity's Business Model Change, Unity's Strategy, Unity Leadership Questions
  2023-09-18 13:19:24
• An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
  2023-09-14 10:24:40
• Apple's iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
  2023-09-13 12:08:32
• Charter-Disney Winners and Losers
  2023-09-12 12:07:01
• The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions
  2023-09-11 12:29:48
• An Interview with Doug O'Laughlin and Dylan Patel about Semiconductors and AI
  2023-09-07 09:54:20
• Amazon and Shopify, Shopify and Its Merchants, The Payments Question
  2023-09-06 14:14:54
• The Rise and Fall of ESPN's Leverage
  2023-09-05 14:42:02
• An Interview with Lisa Ellis about Payments
  2023-08-31 12:15:36
• Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
  2023-08-30 13:32:45
• ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
  2023-08-29 13:47:02
• Nvidia On the Mountaintop
  2023-08-28 16:30:50
• An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle
  2023-08-24 11:54:55
• Arm's F-1, Arm's Risks, Arm's Price
  2023-08-23 13:19:37
• Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting
  2023-08-22 11:34:35
• Adyen Earnings, Adyen's European Context, Adyen vs. Stripe
  2023-08-21 12:59:55
• An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift
  2023-08-17 12:06:34
• Disney Earnings, A Split Disney?, ESPN's Advertising
  2023-08-16 12:45:10
• Disney's Taylor Swift Era
  2023-08-15 14:10:33
• Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom's Terms-of-Service
  2023-08-08 09:00:03
• Amazon Earnings, Amazon and AI, Amazon's Improved Delivery
  2023-08-07 09:00:06
• Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
  2023-08-02 09:00:01
• Personal Day, and Two Podcasts on Facebook
  2023-08-01 09:00:47
• Meta Earnings, AI in Meta's Business, Reality Labs Reality
  2023-07-31 09:00:38
• Microsoft Earnings, Google Earnings, Snap Earnings
  2023-07-26 11:32:52
• X, Musk's Motivation, Beats and Big Tech
  2023-07-25 09:33:47
• Netflix Earnings, Netflix's Coming Price Increases, Netflix and the Strike
  2023-07-24 09:53:04
• Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama's License
  2023-07-19 09:05:47
• Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
  2023-07-18 09:00:25
• Hollywood on Strike
  2023-07-17 09:00:07
• Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale
  2023-07-13 09:56:45
• Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC's Failed Vendetta
  2023-07-12 09:00:23
• Threads and the Social/Communications Map
  2023-07-11 10:44:04
• An Interview with Marc Andreessen about AI and How You Change the World
  2023-06-29 09:13:34
• Starlink Solution, Starlink Experience, Starlink Implications
  2023-06-28 09:01:06
• Friction Follow-Up, Databricks Acquires MosaicML
  2023-06-27 09:00:38
• Amazon, Friction, and the FTC
  2023-06-26 12:00:41
• An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
  2023-06-22 09:00:43
• EV Charging Standards, Tesla's Strategy, Tesla's Reward
  2023-06-21 09:30:26
• Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry
  2023-06-20 11:00:20
• An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
  2023-06-15 09:00:27
• Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
  2023-06-14 09:00:56
• FTC Sues to Block Activision Deal (Again), Global Companies vs. Regional Regulators, How Big is the Xbox Business?
  2023-06-13 13:37:25
• Reddit Revolt, Apollo and Reddit's Changes, Complement Complaints
  2023-06-12 09:00:51
• An Interview with Vercel Founder Guillermo Rauch
  2023-06-08 11:00:16
• Quest vs. Vision, Vision and the Mac, Apple Acquires Mira
  2023-06-07 14:17:43
• Apple Vision
  2023-06-06 12:26:10
• WWDC Preview, Meta's Quest 3 Announcement, AI and the World
  2023-06-05 09:00:25
• An Interview with DNVR Co-Founder Adam Mares About Building Local Internet Businesses
  2023-06-01 11:46:25
• Micron's China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
  2023-05-31 14:13:46
• Nvidia Earnings, Jenson Huang's Defense, Training Versus Inference
  2023-05-30 14:39:41
• Nvidia Earnings, Jensen Huang's Defense, Training Versus Inference
  2023-05-30 14:39:41
• An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
  2023-05-25 12:30:28
• Windows and the AI Platform Shift
  2023-05-24 13:58:44
• Meta's Low E.U. ARPU, The Supreme Court and Section 230
  2023-05-23 11:23:51
• EU Fines Meta, Big Tech Exposure, The Degradation of Scalability
  2023-05-22 15:43:21
• An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
  2023-05-19 06:44:07
• Cord-Cutting and YouTube TV, Disney Earnings, Pay TV's Vision Cycles
  2023-05-16 13:19:39
• Google I/O and the Coming AI Battles
  2023-05-15 10:08:26
• An Interview with Qualcomm CEO Cristiano Amon
  2023-05-11 09:32:56
• [FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
  2023-05-10 13:33:51
• Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout
  2023-05-09 14:20:01
• Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
  2023-05-08 13:23:28
• An Interview with Gregory C. Allen About China's Chip Ban Response
  2023-05-04 12:01:07
• Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
  2023-05-03 12:24:12
• The Unified Content Business Model
  2023-05-02 12:42:00
• The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition
  2023-05-01 13:05:16
• An Interview with Chip War Author Chris Miller
  2023-04-27 12:04:38
• UK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings
  2023-04-26 13:51:06
• Apple, Epic, and the Court of Appeals; Apple's Federal Victory; Epic's California Win
  2023-04-25 13:46:40
• BuzzFeed Shutters News, Startups and the R&D Tax Credit
  2023-04-24 12:40:25
• BuzzFeed Shutters News, Startups and the R&D Tax Credit
  2023-04-24 12:40:25
• An Interview with Replika Founder and CEO Eugenia Kuyda
  2023-04-20 11:40:54
• Netflix Earnings, Netflix's Movie Strategy, Accretive Ads
  2023-04-19 13:35:16
• Fair Use and Model Training, Getty Images vs. Stable Diffusion, Adobe's Regulatory Capture Bet
  2023-04-18 13:05:54
• AI, NIL, and Zero Trust Authenticity
  2023-04-17 15:52:38
• An Interview with Adobe Chief Strategy Officer Scott Belsky
  2023-04-13 12:37:27
• Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions
  2023-04-12 13:03:07
• Lyft's Founders Exit, Uber Driver Improvements, Wrong About Aggregation
  2023-04-11 12:29:38
• Substack Notes, Twitter Blocks Substack, Substack Versus Writers
  2023-04-10 12:35:38
• An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution
  2023-03-30 11:34:37
• Replit and Google, The Google Perspective, Twitter's Bad Idea
  2023-03-29 12:41:09
• [FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
  2023-03-28 12:57:06
• ChatGPT Gets a Computer
  2023-03-27 15:02:58
• An Interview with Nvidia CEO Jensen Huang About AI's iPhone Moment
  2023-03-23 11:55:37
• Nvidia GTC, DGX Cloud, Nvidia's Partners
  2023-03-22 15:09:30
• Apple and AI, Lobotomized Lovers, XR Companions
  2023-03-21 12:41:32
• Microsoft Office AI, Copilot and Tech's Two Philosophies, Business Chat and Appropriate Fear
  2023-03-20 13:13:26
• An Interview with The Ringer Founder and CEO Bill Simmons
  2023-03-16 09:47:41
• GPT-4, Google Adds AI to Productivity Apps, Local Language Models
  2023-03-15 14:06:34
• Spotify's New Home Page, Categorizing Advertising, Spotify's Competition for Discovery
  2023-03-14 12:31:47
• The End of Silicon Valley (Bank)
  2023-03-13 12:01:50
• An Interview with Deel Co-Founder and CEO Alex Bouaziz
  2023-03-09 11:24:07
• An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?
  2023-03-08 13:53:32
• Shopify Earnings, Shopify Audiences, The Shop App
  2023-03-07 13:32:34
• Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU
  2023-03-06 13:26:37
• An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance
  2023-03-02 12:08:27
• EU Narrows Apple Case, Snap's My AI
  2023-03-01 13:06:47
• What the NBA Can Learn From Formula 1
  2023-02-28 16:47:54
• An Interview with Kevin Systrom and Mike Krieger About Artifact
  2023-02-23 12:27:54
• Diamond Sports Misses Interest Payment, Bally's Dire Situation, Negotiating Bankruptcy
  2023-02-22 12:14:17
• Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls
  2023-02-21 11:39:02
• An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
  2023-02-16 12:07:15
• From Bing to Sydney
  2023-02-15 13:21:14
• New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs
  2023-02-14 12:53:44
• The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
  2023-02-13 14:46:47
• Google and Microsoft's Events, Monetizable Panic, Paradigms and Hardware
  2023-02-09 11:59:00
• New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
  2023-02-08 12:48:51
• Google Earnings, YouTube's Aggregation Bid, YouTube Shorts Monetization
  2023-02-07 13:10:20
• The Four Horsemen of the Tech Recession
  2023-02-06 14:16:08
• An Interview with Eric Seufert About Meta's Earnings and the Google-DOJ Case
  2023-02-02 13:10:02
• Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD's Earnings
  2023-02-01 13:08:49
• Microsoft Earnings, Azure's Slowdown, Office Strikes Back
  2023-01-31 12:57:57
• Intel Earnings, Intel's Plunging Margin, The Dividend Question
  2023-01-30 13:45:27
• Stratechery Plus Adds Greatest Of All Talk
  2023-01-27 17:27:51
• An Interview with Michael Nathanson About Netflix and the Media Industry
  2023-01-26 12:04:44
• DOJ Sues Google, Google's Advertising Aggregation, No Duty to Deal
  2023-01-25 15:07:21
• Tech Layoffs, Big Tech's Hiring Rates, Microsoft's VR Layoffs
  2023-01-24 13:20:53
• Netflix's New Chapter
  2023-01-23 14:54:53
• An Interview with The Air Current's Jon Ostrower about Southwest's Meltdown and Independent Publishing
  2023-01-19 09:13:45
• Twitter Timelines, Azure and OpenAI, Apple and China
  2023-01-18 13:03:59
• TSMC Earnings, Geographic Flexibility, The 7nm Question
  2023-01-17 15:04:41
• Twitter Kills Third-Party Clients, Twitter's Tortured History With 3rd-Party Apps, The Twitter Files Business Model
  2023-01-16 11:39:50
• Meta's EU Fine; First-Party versus Third-Party Data, Redux; The EU's First Party Imposition
  2023-01-11 08:00:11
• More on Google and AI; OpenAI, Integration, and Microsoft
  2023-01-10 08:44:23
• AI and the Big Five
  2023-01-09 12:46:21
• An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
  2022-12-22 13:26:11
• FTC Fines Epic, Netflix Ads, YouTube and the NFL
  2022-12-21 12:35:39
• The 2022 Stratechery Year in Review
  2022-12-20 13:51:01
• Twitter's Link Ban, Network Portability, China and the Trailing Edge
  2022-12-19 12:00:31
• An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
  2022-12-15 12:46:03
• The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
  2022-12-14 14:03:21
• Apple iCloud Encryption, CSAM Scanning and Convergent Encryption
  2022-12-13 12:57:08
• Consoles and Competition
  2022-12-12 17:39:08
• An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities
  2022-12-08 10:36:23
• TSMC in Arizona, Arizona Challenges, Realities and Motivations
  2022-12-07 12:42:01
• Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
  2022-12-06 13:00:23
• AI Homework
  2022-12-05 14:33:08
• The NYT-SBF Interview, Sharp China on China Protests and the Path to Re-Opening
  2022-12-01 11:00:59
• Nvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds
  2022-11-30 14:58:27
• Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount
  2022-11-29 13:28:30
• Disney Expectations, Twitter Expectations, Silicon Valley Expectations
  2022-11-28 12:43:51
• Happy Thanksgiving
  2022-11-22 10:22:45
• Bob Iger Back at Disney; Chapek's Tactics, Iger's Strategy; Tactics, Strategy, or Environment
  2022-11-21 12:03:27
• An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
  2022-11-17 12:29:24
• Warner Bros. Discovery and the NBA, The Zaslav Doctrine
  2022-11-16 12:07:12
• The AI Moat Debate, Continued; Twitter's Regulatory Risks; Twitter and Advertisers, Continued
  2022-11-15 12:06:39
• Narratives
  2022-11-14 14:36:17
• An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley
  2022-11-10 11:52:24
• China Chip Ban Clarifications; Nvidia's A800; China, Intel, and Tower
  2022-11-09 12:09:29
• Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
  2022-11-08 12:47:25
• Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers
  2022-11-07 12:02:40
• Stratechery Plus Adds Sharp China with Sinocism's Bill Bishop
  2022-11-04 12:00:01
• An Interview with Eugene Wei About Streaming and Social Media
  2022-11-03 11:00:10
• Musk's Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings
  2022-11-02 12:45:30
• Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing
  2022-11-01 12:57:17
• Meta Myths
  2022-10-31 16:04:07
• Announcement Post for Sharp China With Sinocism's Bill Bishop
  2022-10-29 11:17:43
• Announcing Sharp China With Sinocism's Bill Bishop
  2022-10-28 10:40:05
• An Interview with Dan Wang About the China Chip Ban
  2022-10-27 10:20:47
• Google Earnings, Gaming's Warning Light, Google's Costs
  2022-10-26 12:26:04
• Chips and China
  2022-10-25 15:02:32
• Snap Earnings, What Spiegel Wouldn't Say, Snap's Direct Sales Reset
  2022-10-24 11:54:18
• An Interview With Replit Founder Amjad Masad
  2022-10-20 11:18:42
• Netflix Earnings, Netflix Doubles Down, Netflix's Ad Tier
  2022-10-19 12:03:14
• Microsoft Full Circle
  2022-10-18 12:20:09
• More on the China Chip Ban, The AI Focus, Apple and YMTC
  2022-10-17 12:56:22
• Meta Meets Microsoft
  2022-10-12 11:20:31
• An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
  2022-10-12 11:01:46
• The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
  2022-10-11 09:00:49
• An Interview With Daniel Gross and Nat Friedman about the Democratization of AI
  2022-10-06 10:55:50
• Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
  2022-10-05 10:55:38
• DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats
  2022-10-04 09:00:21
• Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust
  2022-10-03 12:10:50
• An Interview With Instacart CEO Fidji Simo About Big Ambitions
  2022-09-29 09:36:11
• Spotify Audiobooks, Audiobook Business Models, Limitations and Skepticism
  2022-09-28 12:19:45
• Roblox Ads, Walmart Land, Internal Economies
  2022-09-27 11:30:28
• Nvidia In the Valley
  2022-09-26 13:15:12
• An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
  2022-09-25 11:15:22
• An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud
  2022-09-22 10:34:30
• Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions
  2022-09-21 12:53:31
• Sharp Tech and Stratechery Plus
  2022-09-20 11:52:36
• Adobe Acquires Figma, Figma's Disruption, The Figma OS
  2022-09-19 11:18:27
• An Interview With The Verge Editor-in-Chief Nilay Patel
  2022-09-15 11:44:26
• Instagram Reels Struggles, Meta's Mistake, TikTok at Code
  2022-09-14 10:29:40
• AI Bundling Follow-Up, iPhone Follow-Up
  2022-09-13 11:56:47
• The AI Unbundling
  2022-09-12 13:35:36
• The Services iPhone
  2022-09-08 11:36:10
• Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
  2022-09-07 09:44:38
• AI Chips and China, Geopolitical Considerations, Nvidia Considerations
  2022-09-06 11:01:23
• An Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media
  2022-09-01 09:46:30
• Nvidia's Earnings, The Data Center and AI, Nvidia and the Enterprise
  2022-08-31 10:17:27
• Apple and Property Rights, On Google's Non-Response, The Facebook Oversight Board
  2022-08-30 10:57:39
• Rights, Laws, and Google
  2022-08-29 13:45:39
• The Twitter Whistleblower, mDAUs and Bots, Musk's Akorn Lifeline
  2022-08-24 09:19:22
• Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple's CSAM Controversey
  2022-08-23 11:54:39
• House of the Dragon and Creative Programming, The Big Ten's Deal, Disney's New Prices
  2022-08-22 10:42:11
• An Interview With Eric Seufert About the Future of Digital Advertising
  2022-08-18 11:00:25
• Three Trends Follow-Up, The Question of "Cool", TikTok and the Sinicization of the Internet
  2022-08-17 10:00:40
• Instagram, TikTok, and the Three Trends
  2022-08-16 13:24:26
• Apple and Facebook's Pre-ATT Negotiations, Timing and Documentation, ATT's Impact
  2022-08-15 09:42:53
• An Interview With The New York Times Company CEO Meredith Kopit Levien
  2022-08-11 11:16:17
• AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
  2022-08-10 13:39:02
• Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
  2022-08-09 11:25:18
• Personal Day
  2022-08-08 12:15:05
• Political Chips Follow-Up, Intel Earnings, SMIC at 7nm
  2022-08-04 14:28:36
• Political Chips
  2022-08-03 14:24:08
• Apple Earnings, Apple's New Advertising Slots, Amazon Earnings
  2022-08-02 13:59:04
• Meta Earnings, Reasons for Optimism, Meta Changes
  2022-07-28 10:00:44
• Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings
  2022-07-27 15:19:23
• Snap Earnings, Instagram Versus the Kardashians
  2022-07-26 14:53:32
• Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
  2022-07-25 15:30:34
• Netflix Earnings, Microsoft and Netflix's Ad Deal
  2022-07-20 14:54:15
• CHIPS Act; America, China, and Intel; Micron and TSMC
  2022-07-19 14:45:57
• More on Unity and ironSource, Developer Discontent, Tactics and Execution
  2022-07-18 14:11:27
• Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
  2022-07-13 15:50:55
• Big Ten Blame
  2022-07-12 17:22:11
• The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
  2022-07-11 14:24:29
• An Interview With The Metaverse Author Matthew Ball
  2022-06-30 11:00:16
• Passport Update, Independence and Interoperability, Web3 Use Cases
  2022-06-29 13:36:29
• Aggregation Follow-up, Netflix's Ad Partners
  2022-06-28 09:00:29
• Spotify, Netflix, and Aggregation
  2022-06-27 15:37:39
• An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
  2022-06-23 08:49:02
• Spotify's Investor Day, Spotify's Music Aggregation, Podcast Anecdata
  2022-06-22 13:39:59
• Data and Definitions
  2022-06-21 15:31:43
• An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
  2022-06-16 09:00:01
• MLS on Apple TV, The MLS Perspective, The Apple Perspective
  2022-06-15 14:37:19
• NESN 360, NESN and vMVPDs, Cable and the User Experience
  2022-06-14 14:38:42
• Zero-COVID and Free Speech
  2022-06-13 09:39:07
• An Interview With Babylist Founder and CEO Natalie Gordon
  2022-06-09 07:32:58
• More on CarPlay, Car Makers and Phone Carriers, TSMC's Annual Meeting
  2022-06-08 09:33:22
• Apple WWDC, M2, Additional Notes
  2022-06-07 08:00:17
• Airbnb Categories; V1, V2, and Categories; AirCover for Guests
  2022-06-06 08:31:31
• An Interview with Michael Nathanson About Streaming and Digital Advertising
  2022-06-02 09:00:55
• Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
  2022-06-01 09:37:50
• Thin Platforms
  2022-05-31 15:31:43
• Niantic Lightship, An Interview with Niantic Founder John Hanke
  2022-05-26 12:12:18
• Microsoft Build, Thick Versus Thin, AI Platforms
  2022-05-25 13:40:10
• Snap Revenue Warning, Snap's Direct Response Bifurcation, Broader Takeaways
  2022-05-24 13:05:40
• Warner Bros. Discovery
  2022-05-23 11:44:25
• An Interview with Eric Seufert About the Post-ATT Landscape
  2022-05-19 10:02:10
• Disney Earnings, Disney and Linear TV, Disney+ Ads
  2022-05-18 13:26:05
• Musk, Twitter, and Bots; Bot Experience; Bot Science
  2022-05-17 11:21:35
• Google I/O; "Near Me", Competition, and Innovation; Pixel and Fitbit
  2022-05-16 10:08:02
• An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
  2022-05-12 11:37:15
• Shopify Follow-up, Shopify Audiences, Unity Earnings
  2022-05-11 12:42:48
• Cable's Last Laugh
  2022-05-10 14:42:51
• Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
  2022-05-09 13:32:55
• An Interview with "Father of the iPod" Tony Fadell
  2022-05-05 11:19:15
• AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
  2022-05-04 13:44:12
• Amazon Earnings, Amazon's Costs, Amazon Closes Stores
  2022-05-03 13:41:58
• Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
  2022-05-02 16:30:21
• Meta Earnings, Meta Spending, AI Costs and Moats
  2022-04-28 13:17:12
• Twitter Follow-Up, Google Earnings, ATT and Google
  2022-04-27 11:52:08
• Elon Musk Buys Twitter, Musk's Financing, The Status Quo and Future Variance
  2022-04-26 12:33:49
• Beyond Aggregation: Amazon as a Service
  2022-04-25 14:29:00
• An Interview with Ramp Founder Eric Glyman
  2022-04-21 11:25:49
• Netflix Earnings, Netflix's Struggling Growth Drivers, Netflix to Explore Advertising
  2022-04-20 12:53:17
• What About Bluesky?, Moderation and Control, What's Next for Twitter
  2022-04-19 12:36:37
• Back to the Future of Twitter
  2022-04-18 15:21:03
• Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
  2022-04-14 11:37:44
• Meta's Chip Decision, Horizon World's Platform Fees, Meta's Missing Metaverse Strategy
  2022-04-13 12:57:02
• DALL-E, the Metaverse, and Zero Marginal Content
  2022-04-12 14:46:46
• Musk Declines Twitter Board Seat, Twitter's Poison Pill, The New York Times' Twitter Reset
  2022-04-11 11:19:51
• An Interview with Dan Wang about COVID, Chinese Manufacturing, and China's Response to Ukraine
  2022-04-07 12:00:51
• Elon Musk Joins Twitter's Board, Gogoro SPAC
  2022-04-06 11:08:10
• Why Netflix Should Not Sell Ads, Elon Musk and Twitter
  2022-04-05 12:46:01
• Why Netflix Should Sell Ads
  2022-04-04 14:26:44
• Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption
  2022-03-31 13:06:14
• The Digital Markets Act, The DMA and Advertising, Messaging Interoperability
  2022-03-30 13:05:21
• Google's Spotify Deal, The Ideal App Store Approach, Spotify's South Korea Option
  2022-03-29 11:12:40
• An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
  2022-03-28 09:00:57
• The Current Thing
  2022-03-17 12:40:00
• iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
  2022-03-16 08:53:45
• More on Substack, Faceless Publishers and ATT, Apple's ATT Deliberations
  2022-03-15 13:23:28
• Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
  2022-03-14 10:15:30
• An Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
  2022-03-10 13:18:25
• Apple's Silicon Event, Scaling the M Series, UltraFusion and Integration
  2022-03-09 13:47:11
• Tech and War
  2022-03-07 16:06:42
• An Interview With Rippling Founder Parker Conrad
  2022-03-03 13:08:02
• Amazon Launches Luna, Apple and Russia
  2022-03-02 13:29:38
• Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
  2022-03-01 13:30:45
• Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
  2022-02-28 12:45:56
• An Interview with Intel CEO Pat Gelsinger
  2022-02-24 11:05:38
• Shopify's Evolution Follow-up, Spotify Acquires Chartable and Podsights
  2022-02-23 13:45:05
• Shopify's Evolution
  2022-02-22 15:58:40
• Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
  2022-02-21 13:44:41
• Roblox Earnings, An Interview with Roblox CEO David Baszucki
  2022-02-17 11:47:56
• Akamai Buys Linode, Akamai's Strategy, Cloudflare and Disruption
  2022-02-16 14:11:36
• Peloton's Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
  2022-02-15 13:11:30
• Peloton Changes CEO, The Pandemic Stocks, Peloton's Options
  2022-02-14 14:07:00
• The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
  2022-02-10 12:24:24
• Digital Advertising Follow-up, Spotify-Rogan Follow-up
  2022-02-09 14:02:42
• Digital Advertising in 2022
  2022-02-08 14:11:41
• Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run
  2022-02-07 13:04:50
• Meta's Earnings, Facebook's Three Challenges, Financial Versus Existential Risks
  2022-02-03 13:39:15
• Apple Earnings, AMD Earnings, Google Earnings
  2022-02-02 14:14:58
• Gaming the Smiling Curve
  2022-02-01 12:45:53
• Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
  2022-01-27 11:46:35
• Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
  2022-01-26 12:29:00
• [FREE] Netflix Follow-Up, The Senate Tech Bill
  2022-01-25 13:41:27
• Netflix Earnings, The Competition Question, Netflix's Long-Term Value
  2022-01-24 13:32:50
• Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger's Three Tenets
  2022-01-20 10:43:08
• Microsoft Acquires Activision Blizzard, Notes on the Acquisition, An Interview With Microsoft Gaming CEO Phil Spencer
  2022-01-19 12:15:36
• The Intel Split
  2022-01-18 14:13:49
• Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
  2022-01-13 12:59:06
• Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
  2022-01-12 12:00:52
• Take-Two Acquires Zynga, The New York Times Buys The Athletic
  2022-01-11 13:05:47
• NPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
  2022-01-10 12:40:16
• Facebook and XROS, XROS vs VROS, Why VROS
  2022-01-06 12:21:45
• OpenSea, Web3, and Aggregation Theory
  2022-01-05 13:56:03
• The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
  2021-12-21 11:40:31
• The 2021 Stratechery Year in Review
  2021-12-20 12:11:41
• Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
  2021-12-16 12:23:59
• The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
  2021-12-15 11:00:16
• The Great Bifurcation
  2021-12-14 13:38:29
• Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
  2021-12-13 12:25:45
• App Store Injunction Stayed, Fingerprinting on iOS, Life360 and Apple's Missing Leverage
  2021-12-09 12:58:52
• The Information on Apple in China, Apple's Deal, Evaluating Apple's China Risk
  2021-12-08 11:36:12
• FTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM's Future
  2021-12-07 13:47:48
• The Amazon Empire Strikes Back
  2021-12-06 12:10:26
• AWS re:Invent, re:Invent Announcements of Interest
  2021-12-02 12:45:55
• Why Subscription Twitter is a Terrible Idea, Twitter Bans Sharing Private Photos and Videos, Twitter and Free Speech
  2021-12-01 13:26:05
• Twitter Has a New CEO; What About a New Business Model?
  2021-11-30 13:20:41
• Stratechery and Thanksgiving
  2021-11-23 13:21:00
• Spotify's Earnings; Spotify's Podcast Payoff; Universal, Taylor Swift, and Internet Power
  2021-11-22 13:14:38
• Unity, Weta, and Faceless Platforms
  2021-11-18 09:10:10
• Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
  2021-11-17 09:34:06
• ConstitutionDAO, The Need for Trust, Memes and Reality
  2021-11-16 13:21:35
• Opendoor Earnings, Opendoor's Pricing, Opendoor's Scalability
  2021-11-15 11:56:46
• Nvidia's GTC Keynote, The Nvidia Stack, The Omniverse
  2021-11-11 13:29:31
• Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal
  2021-11-10 12:38:31
• Microsoft and the Metaverse
  2021-11-09 15:52:37
• Google's South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
  2021-11-08 12:11:52
• An Interview with Eric Seufert about the Impact of ATT
  2021-11-04 11:09:45
• Zillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
  2021-11-03 12:00:32
• Adobe Max, Photoshop on the Web, Photoshop and NFTs
  2021-11-02 12:08:15
• About the Interview, The Metaverse and VR, Why Not a Startup?
  2021-11-01 12:06:21
• An Interview with Mark Zuckerberg about the Metaverse
  2021-10-28 18:19:46
• Meta
  2021-10-28 18:19:37
• Sequoia Productive Capital
  2021-10-27 11:30:09
• Facebook Earnings, Investor Trust, Facebook Reality Labs
  2021-10-26 11:51:13
• Snap Earnings, Attribution and Targeting, The Supply Chain
  2021-10-25 13:00:53
• TSMC's New Japan Fabs, Google's New Chip, The Qualcomm Squeeze
  2021-10-21 11:16:40
• Zillow Pauses Home-Buying, Opendoor's Advantage, Crypto and Energy
  2021-10-20 09:38:02
• Apple's MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
  2021-10-19 11:54:46
• MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues
  2021-10-14 11:18:13
• Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
  2021-10-13 12:24:28
• The Death and Birth of Technological Revolutions
  2021-10-12 13:18:41
• Mark Liu in Time, Taiwan and China, TSMC and the U.S.
  2021-10-07 13:55:58
• Facebook Political Problems
  2021-10-06 15:52:45
• Facebook Down, The Whistleblower, Facebook Power
  2021-10-05 12:39:00
• The Squid Game Breakout, Netflix's Squid Game Strategy, Disney Franchises versus Netflix Dice
  2021-10-04 13:11:55
• Cloudflare's Disruption
  2021-09-30 15:10:23
• Facebook Files, Continued; Misinformation and Vaccinations; Fact-Checking and the Unknown
  2021-09-29 13:11:51
• China's Power Shortage, The Tech Angle, China and Bitcoin
  2021-09-28 12:14:47
• Apple Bug Bounties, Apple's Developer Relations Problem, IAC Acquiring Meredith?
  2021-09-27 11:57:06
• Microsoft's Surface Event, Facebook CTO Changes
  2021-09-23 11:59:53
• Russia, Google and Apple; The App Firewall; Laptop Assumptions
  2021-09-22 12:18:06
• An Interview with Dan Wang About China’s Tech Crackdown
  2021-09-20 11:51:37
• The Facebook Files, Instagram and Teens, Facebook versus App Stores
  2021-09-16 10:20:50
• Apple's iPhone Event, Apple and California, Additional Notes
  2021-09-15 13:02:23
• Apple Makes the Rules, Reader and Productivity Apps, High-spending Gamers
  2021-09-14 12:53:56
• The Apple v. Epic Decision
  2021-09-13 13:13:25
• Tech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase's Epoch
  2021-09-09 12:34:47
• An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
  2021-09-08 11:40:00
• Tech Epochs and the App Store Trap
  2021-09-07 14:01:21
• Apple's App Store Concession, Why This is a Big Deal, Devil in the Details
  2021-09-02 11:05:15
• Regulators and Reality
  2021-09-01 13:20:04
• China’s Video Game Restrictions, South Korea Passes App Store Payments Law
  2021-08-31 13:03:00
• Apple’s Settlement, Explicit Imprimatur, Additional Notes
  2021-08-30 12:20:58
• Enterprise Metaverses, Horizon Workrooms, Workrooms' Facebook Problem
  2021-08-19 12:31:19
• Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
  2021-08-18 13:21:27
• ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
  2021-08-17 12:45:32
• Facebook Messenger Updates, WhatsApp vs. Apple, Facebook’s CSAM Approach
  2021-08-16 14:03:24
• Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
  2021-08-12 13:55:28
• Apple's Point-of-View, NFTs and Status, NFTs and Standard Formats
  2021-08-11 10:41:09
• Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
  2021-08-10 12:20:42
• Apple's Mistake
  2021-08-09 15:31:49
• Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
  2021-08-05 10:45:28
• Square Buys Afterpay, Network Effects, Apple and the Cost of Time
  2021-08-04 14:30:24
• Metaverses
  2021-08-03 13:02:15
• Olympic Ratings, Google Earnings, YouTube and Brand Advertising
  2021-08-02 13:14:20
• Facebook Earnings, The ATT Transition, Facebook’s Outlook
  2021-07-29 12:30:12
• Apple Earnings, Microsoft and LinkedIn
  2021-07-28 11:27:36
• Snap Earnings, Twitter Earnings, Additional Notes
  2021-07-27 12:50:22
• Netflix Earnings; Netflix and Gaming; Models, Not Mediums
  2021-07-26 11:09:07
• The NSO Group, BlastDoor and Software Bugs, Apple's Response
  2021-07-20 12:36:59
• TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC's Advantage
  2021-07-19 14:31:47
• Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
  2021-07-14 15:53:21
• ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow's Streaming Numbers
  2021-07-13 11:59:38
• Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
  2021-07-12 14:31:56
• Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
  2021-07-08 11:38:33
• Instagram's Evolution
  2021-07-07 15:19:25
• Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy
  2021-07-06 12:26:16
• Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
  2021-06-30 12:42:51
• Facebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
  2021-06-29 11:59:23
• The Lightness of Windows
  2021-06-28 14:14:35
• Lobbying Congress, Apple's Report, What About Consumers?
  2021-06-23 12:55:03
• Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
  2021-06-22 12:24:01
• Pandemic Progress
  2021-06-21 13:47:12
• Stripe Tax, Stripe Identity, Stripe's Missed Opportunity
  2021-06-17 14:24:28
• Shop Pay on Google and Facebook, Shopify's Evolution, The E-Commerce Shift
  2021-06-16 12:20:21
• The Cicilline Salvo
  2021-06-15 11:54:20
• Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
  2021-06-14 12:18:16
• Apple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
  2021-06-10 12:05:29
• ShazamKit and Weather, iOS 15's New Privacy Approach, Mail Privacy Protection and Newsletters
  2021-06-09 12:35:56
• Integrated Apple and App Store Risk
  2021-06-08 11:21:37
• Passport Update, F8 Refresh, Trump Ends Blog
  2021-06-07 09:34:03
• Passport
  2021-06-03 18:36:17
• Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
  2021-05-27 13:53:37
• Apple Ads and the Anti-Steering Argument, Additional Follow-up
  2021-05-26 12:08:53
• App Store Arguments
  2021-05-25 16:14:19
• Snap Partner Summit, Spectacles AR, Scan and Minis
  2021-05-24 13:50:57
• An Interview with Google CEO Sundar Pichai
  2021-05-20 11:25:14
• Google IO: Google's Reality, Workspace and Smart Canvas, Wear + Tizen
  2021-05-19 12:41:11
• Distribution and Demand
  2021-05-18 12:57:39
• AT&T's Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
  2021-05-17 12:09:22
• AT&T's Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
  2021-05-17 12:09:22
• An Interview with Brad Stone about Amazon Unbound
  2021-05-13 10:00:04
• AWS CloudFront Functions, AWS's Data Residency Whitepaper, Muddles and Mirages
  2021-05-12 11:58:25
• Cloudflare on the Edge
  2021-05-11 17:01:42
• Roku's Earnings, Roku and YouTube's Streaming Ads, Roku and YouTube's Dispute
  2021-05-10 12:30:53
• Market-Making on the Internet
  2021-05-05 13:58:49
• Facebook Earnings; ATT's Impact; COVID, VR/AR, and Optionality
  2021-05-04 13:24:27
• Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
  2021-05-03 11:47:20
• Fearing Spotify?, Apple's Earnings, Margins and Chips
  2021-04-29 13:49:02
• Spotify's Surprise
  2021-04-28 13:19:07
• Basecamp's New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
  2021-04-27 13:42:57
• Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
  2021-04-26 15:00:37
• App Stores in Congress, Apple's Arguments, Meta Points
  2021-04-22 14:29:07
• Podcast Subscriptions vs. the App Store
  2021-04-21 14:44:25
• Facebook's Audio Announcements, Facebook and Creators
  2021-04-20 12:43:53
• The European Super League, Apple Music's Letter to Artists
  2021-04-19 12:49:24
• Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
  2021-04-15 09:51:31
• Nvidia Grace, GPU Use Cases, ARM and Integration
  2021-04-14 13:14:25
• Microsoft Buys Nuance, Understanding Nuance, In the Loop
  2021-04-13 12:27:38
• Non-Fungible Taylor Swift
  2021-04-12 14:01:03
• Google Versus Oracle, Copyright and APIs, Copyright Tradeoffs
  2021-04-06 11:47:25
• Mark Liu at TSIA, TSMC's $100 Billion, Economics Versus Politics
  2021-04-05 12:35:30
• An Interview with Dan Wang About China, the U.S., and Technology
  2021-04-01 10:14:41
• Spotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify's Threat
  2021-03-31 12:37:54
• Xinjiang and Nike, China Versus H&M, Apple's Position in China
  2021-03-30 12:19:13
• Xinjiang and Nike, China Versus H&M, Apple's Position in China
  2021-03-30 12:19:13
• Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
  2021-03-29 14:58:30
• Intel Questions, Facebook Pulls Up the Ladder
  2021-03-25 12:09:03
• Intel Unleashed, Gelsinger on Intel, IDM 2.0
  2021-03-24 14:58:37
• Stripe's Role, Competition and Differentiation, The Local News Opportunity
  2021-03-23 12:36:00
• Sovereign Writers and Substack
  2021-03-22 14:46:50
• The FTC's Google Documents, The Staff Memo, The Economists Memo
  2021-03-18 12:18:25
• Google Goes to 15%, Taxes and Monopolies, The CAID
  2021-03-17 12:47:15
• Moderation in Infrastructure
  2021-03-16 13:34:22
• A Pandemic Year, Coronavirus and Information, Zeynep Tufekci Cuts Through
  2021-03-11 13:12:41
• Roblox vs. Second Life (and Minecraft), The Creativity Era, Roblox's Business
  2021-03-10 13:47:42
• The Roblox Microverse
  2021-03-09 16:08:20
• The NFL's New Rights Deals, Amazon's Rumored Deal, Post-Pandemic Sports
  2021-03-08 13:41:09
• Google's Ad Announcement, The Privacy Sandbox, Google's Advantage
  2021-03-04 12:27:29
• Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
  2021-03-03 12:07:13
• The Web's Missing Interoperability
  2021-03-02 15:13:56
• Twitter's Analyst Day, The Interest Graph, Super Follows
  2021-03-01 13:55:19
• The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
  2021-02-25 12:07:22
• More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued
  2021-02-24 12:08:16
• Spotify Stream On, Spotify's Advertising Play, Additional Notes on Stream On
  2021-02-23 13:43:32
• Nonfungible Tokens, NBA Top Shot, The Creation of Consumption
  2021-02-22 13:58:58
• Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft's Cynicism
  2021-02-18 12:03:44
• Ben Thompson on the Good Time Clubhouse Show
  2021-02-17 12:19:48
• Clubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization
  2021-02-16 12:40:20
• Clubhouse's Inevitability
  2021-02-16 00:03:14
• Mistakes, Memes, and Foreign Ground; Coronavirus Context; The New York Times and the China Model
  2021-02-10 12:00:12
• Mistakes and Memes
  2021-02-09 15:04:41
• Google Earnings, Google's Response to ATT, Google Cloud Losses
  2021-02-08 15:07:43
• An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
  2021-02-04 11:16:13
• The Relentless Jeff Bezos
  2021-02-03 14:38:51
• Facebook's Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels
  2021-02-02 13:35:22
• Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
  2021-01-28 12:29:19
• Publishing is Back to the Future
  2021-01-27 14:21:19
• Twitter Acquires Revue, Twitter's Opportunity, Twitter's Achilles Heel
  2021-01-26 15:04:09
• Clubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
  2021-01-25 15:15:00
• Netflix's Increased Subscribers, Netflix's Decreased Costs, Elastic Changes License
  2021-01-21 13:23:31
• Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
  2021-01-20 11:05:13
• Intel Problems
  2021-01-19 14:19:53
• The WhatsApp Kerfuffle, Comparing Messaging Services, Network Effects
  2021-01-14 13:08:29
• Two Crises, Tech's Costs, Looking Forward
  2021-01-13 12:48:38
• Internet 3.0 and the Beginning of (Tech) History
  2021-01-12 11:35:50
• Facebook and Twitter Suspend Trump, Parler Suspended Everywhere, Context and Culture
  2021-01-11 14:10:36
• Trump and Twitter
  2021-01-07 11:16:47
• Facebook and Apple, Continued; Facebook's iOS 14 Changes; Georgia and Tech
  2021-01-06 12:47:51
• New Defaults
  2021-01-05 14:52:32
• Substack and the Media, The Substack Opportunity, Substack's Business Challenges
  2021-01-04 16:06:13
• The 2020 Stratechery Year in Review
  2020-12-22 17:49:23
• Google Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings
  2020-12-17 13:05:33
• Context Collapse, Circles and Timing, Facebook's Missing Platform
  2020-12-16 11:52:49
• Social Networking 2.0
  2020-12-15 15:38:51
• Disney's Investor Day, Disney+ as Harvester, Disney's Optionality
  2020-12-14 13:49:51
• Facebook Sued by FTC and States, The FTC's Case, Antitrust and Politics
  2020-12-10 12:00:33
• Privacy Labels and Lookalike Audiences
  2020-12-08 11:26:45
• WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
  2020-12-07 12:26:49
• WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
  2020-12-07 12:26:49
• Stripe: Platform of Platforms
  2020-12-03 15:00:11
• An Interview With Stripe President John Collison
  2020-12-03 15:00:03
• Salesforce Acquires Slack, Salesforce's Reasoning, Salesforce's Opportunity
  2020-12-02 12:47:33
• A Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer
  2020-12-01 11:43:40
• Five Lessons From Dave Chappelle
  2020-11-30 14:48:42
• An Interview with BuzzFeed CEO Jonah Peretti
  2020-11-24 10:04:40
• The Idea Adoption Curve
  2020-11-23 14:36:25
• More on the App Store, Hard Mode Follow-Up, Airbnb's Complicated Costs
  2020-11-19 11:55:22
• Zuckerberg and Dorsey in Congress, Again; Apple Reduces App Store Fees for Small Developers; Apple's Aggregation Politics
  2020-11-18 12:48:39
• Playing on Hard Mode
  2020-11-17 14:54:20
• Spotify Buys Megaphone, Spotify's Podcast Strategy, Spotify's Megaphone Strategy
  2020-11-16 10:28:17
• Intel's Disruption, Intel vs. Apple, Additional Notes on the M1
  2020-11-12 11:17:03
• Apple's Shifting Differentiation
  2020-11-11 13:12:05
• More on Visa-Plaid, European Commission v. Amazon, Spotify Updates
  2020-11-10 10:42:51
• Justice Department Sues to Block Visa Plaid Acquisition, Plaid's Potential, Scalability and Antitrust
  2020-11-09 13:15:39
• What If It's Trump?, An Update on MongoDB, An Interview with MongoDB CEO Dev Ittycheria
  2020-11-05 11:03:19
• Tech Under Biden, Prop 22 Passes, Uber's Missed Monopoly
  2020-11-04 14:01:24
• Is the Internet Different?
  2020-11-03 13:26:41
• Tech Earnings, Google's Earnings, Apple's China Question
  2020-11-02 12:30:02
• Tech in Congress, Again; Twitter vs. the New York Post; Who Are the Refs?
  2020-10-29 11:40:23
• AMD Acquires Xilinx, Microsoft's Earnings, Teams Wins
  2020-10-28 12:32:53
• Facebook Gaming, Facebook's Innovation, Apple and Facebook
  2020-10-27 12:44:23
• Facebook and the NYU Ad Observatory, Facebook's FTC Decrees, Tradeoffs and Politics
  2020-10-26 12:10:15
• An Interview with Microsoft Executive Vice-President of Gaming Phil Spencer
  2020-10-22 10:49:54
• United States v. Google
  2020-10-21 12:54:20
• More on iPhone, iPhone Naming, iPhone Pricing
  2020-10-20 11:12:52
• Twitter, Responsibility, and Accountability
  2020-10-19 12:07:46
• Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson
  2020-10-15 12:53:19
• The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
  2020-10-14 12:07:52
• Disney and Integrators Versus Aggregators
  2020-10-13 13:14:42
• IBM Splits, IBM Skepticism, IBM and Antitrust
  2020-10-12 12:48:19
• Facebook's Missing Monopoly, Facebook Takes Down QAnon, Facebook Versus Turkey
  2020-10-08 11:29:21
• Amazon's Hardware Event, Ring and Tesla, Luna
  2020-10-06 13:40:06
• Snowflake's S-1, Snowflake vs. the Public Cloud, Snowflake's Sales & Marketing
  2020-10-05 13:06:56
• Snowflake's S-1, Snowflake vs. the Public Cloud, Snowflake's Sales & Marketing
  2020-10-05 13:06:56
• Amazon One, How Amazon One Works, Good or Bad Idea?
  2020-09-30 13:00:25
• Coinbase's Clarification, Spotify and Joe Rogan, A Framework for Politicization
  2020-09-29 12:34:41
• Widgetsmith, Apple's Curation, Google's Reported Clampdown
  2020-09-28 11:52:35
• More Facebook Leaks, The Problem With Groups, The Substack Moment
  2020-09-24 12:22:00
• Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
  2020-09-23 12:19:12
• 2020 Bundles
  2020-09-22 15:11:50
• The TikTok Deal, The Wrong Danger, TikTok Takeaways
  2020-09-21 12:37:44
• PS5 and Xbox, Sony's Console, Microsoft's Service
  2020-09-17 14:02:35
• Apple's "Time Flies" Event, Apple One, Fitness+ and Peloton
  2020-09-16 12:28:43
• Nvidia's Integration Dreams
  2020-09-15 15:13:44
• The TikTok Tick Tock, Skipping to the End Game, Trump's Choice
  2020-09-14 11:04:50
• An Interview with Paul Mozur on Technology in China
  2020-09-10 10:52:30
• Netflix and Working-From-Home; Parents Versus Non-Parents; Apple's COVID Manufacturing, Cont.
  2020-09-09 11:10:51
• TikTok Update, Microsoft and Oracle, Apple's China Production
  2020-09-08 09:40:10
• Facebook's iOS 14 Announcement, Understanding the IDFA, The Real Showdown
  2020-08-27 08:09:55
• The Final Word on the App Store (for Now), Palantir's S-1, Alex Karp's Letter
  2020-08-26 10:45:55
• Rethinking the App Store
  2020-08-25 14:05:06
• Australia's News Media Bargaining Code, Breaking Down the Code, Australia's Fake News
  2020-08-20 12:43:01
• New Huawei Rules, What Now for Huawei, Apple's Brand and China Inc.
  2020-08-19 12:00:15
• Apple-Epic Follow-up, A Brief History of Epic Games, Apple's Hammer
  2020-08-18 12:11:22
• Apple, Epic, and the App Store
  2020-08-17 16:55:31
• Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
  2020-08-13 11:19:06
• Qualcomm Wins on Appeal, The Opinion, Apple's Foresight
  2020-08-12 13:26:33
• Facebook's Earnings, Apple's Ad Exception, Facebook's Headwinds
  2020-08-11 12:45:53
• The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
  2020-08-10 11:45:03
• Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
  2020-08-06 12:52:32
• TikTok Key Money, Rule By Law, China Gaslighting
  2020-08-05 11:46:56
• Antitrust Politics
  2020-08-04 15:32:20
• Microsoft and TikTok, The Microsoft Angle, The TikTok Angle
  2020-08-03 13:04:48
• The Antitrust Hearing, The Role of Congress, CEO Questions
  2020-07-28 14:53:20
• Intel's New Delay, Intel's Multiplying Delays, Intel and TSMC
  2020-07-27 12:51:16
• Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
  2020-07-23 14:34:52
• Jio Follow-up, Google Cloud Next, Kurian vs. Google
  2020-07-22 12:54:16
• India, Jio, and the Four Internets
  2020-07-21 15:55:20
• Apple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment
  2020-07-20 12:49:13
• The Twitter Hack, Twitter Failures, Facebook and TikTok
  2020-07-16 10:46:08
• Xi Jinping Thought, Facebook's Blindspot, The Moat Map Revisited
  2020-07-15 11:22:34
• The TikTok War
  2020-07-14 14:05:27
• Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
  2020-07-13 12:43:13
• Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
  2020-07-09 10:42:58
• Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
  2020-07-08 12:03:28
• Teams OS and the Slack Social Network
  2020-07-07 14:58:27
• Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
  2020-07-06 13:14:40
• India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald
  2020-06-30 14:16:38
• Apple and Facebook
  2020-06-29 14:51:46
• Apple's New Reality; Apple's Transition Strategy; Apple v. Developers, Continued
  2020-06-24 13:04:38
• The End of OS X
  2020-06-23 17:50:14
• Apple's Response to Hey, Hey's Response to Apple, Hey's Limited Antitrust Options
  2020-06-22 11:27:51
• Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
  2020-06-18 13:50:21
• Xscale and ARM in the Cloud, Hey Versus Apple, Apple's IAP Campaign
  2020-06-17 12:15:01
• Apple, ARM, and Intel
  2020-06-16 13:02:18
• Snap Partner Summit, Snapchat's OS, Facebook Versus Australia
  2020-06-15 13:12:38
• Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
  2020-06-11 13:43:58
• MongoDB Cloud, MongoDB Versus AWS, MongoDB's Playbook
  2020-06-10 12:00:04
• Never-Ending Niches
  2020-06-09 16:07:59
• TikTok and Quibi, TikTok and Shopify, TikTok Complications
  2020-06-08 12:45:36
• Zoom's Earnings, Zoom and AWS, Zoom and End-to-end Encryption
  2020-06-04 14:24:33
• Zuckerberg's Choice, Zuckerberg's Power, Zuckerberg's Conviction
  2020-06-03 13:32:46
• HBO Max Launches, Amazon and Roku, Apple in 3rd
  2020-06-01 15:11:08
• Trump's Executive Order, Section 230 In Court, Public Forums
  2020-05-28 14:19:04
• Twitter and Trump, YouTube and China, Facebook and Polarization
  2020-05-27 12:33:18
• Platforms in an Aggregator World
  2020-05-26 15:09:21
• Steve Jobs and OpenDoc, Fluid Framework, Microsoft Lists
  2020-05-21 12:44:20
• Joe Rogan and Spotify, Luminary and Howard Stern, Apple's Response
  2020-05-20 12:42:39
• Chips and Geopolitics
  2020-05-19 14:56:23
• Facebook Acquires GIPHY, Data Credits and Critical Suppliers, SDK Insights
  2020-05-18 12:05:39
• Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches
  2020-05-14 10:36:55
• Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
  2020-05-13 11:45:27
• Dithering and Open Versus Free
  2020-05-12 12:42:59
• Taiwan and Tech's Geopolitical Realities, ARM on Mac?, TSMC's Choice
  2020-05-11 09:27:09
• Announcing Dithering, An Interview with John Gruber (not about Apple)
  2020-05-07 17:34:49
• Disney Earnings, AMC Versus Universal, Businesses in the Middle
  2020-05-06 12:14:59
• Zoom's "Genuine Oversight", Zoom's Strengths and Weaknesses, Virality Versus Network Effects
  2020-05-05 13:33:11
• Apple Earnings, Amazon Earnings
  2020-05-04 12:19:34
• Facebook Earnings, Auction Dynamics, Full Steam Ahead
  2020-04-30 10:47:15
• Shopify Shop, Shopify's Reason to Exist, Google's Earnings
  2020-04-29 12:30:30
• The Anti-Amazon Alliance
  2020-04-28 14:07:04
• More on Apple and Google, Germany Versus Apple, Facebook’s Surveys
  2020-04-27 11:59:39
• Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings
  2020-04-23 10:50:40
• Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
  2020-04-22 12:03:06
• How Tech Can Build
  2020-04-21 12:53:56
• The iPhone SE, Accounting for the iPhone SE, New iPhones
  2020-04-20 10:42:57
• The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
  2020-04-16 18:15:12
• An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine
  2020-04-16 13:03:59
• Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
  2020-04-15 12:03:42
• Coronavirus Clarity
  2020-04-14 14:36:32
• The Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
  2020-04-13 11:24:26
• An Interview with Okta CEO Todd McKinnon (and Slack correction)
  2020-04-09 08:12:10
• Slack Issues Debt, Airbnb Issues Debt
  2020-04-08 12:27:18
• Apple, Amazon, and Common Enemies
  2020-04-07 13:38:43
• Apple and Amazon Make a Deal, Three Angles, Apple vs. Amazon
  2020-04-06 11:56:34
• An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology
  2020-04-02 10:37:00
• Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
  2020-04-01 12:06:18
• Unmasking Twitter
  2020-03-31 13:36:44
• Zoom and Facebook, Zoom Mistakes, Zoom Fixes
  2020-03-30 10:48:11
• iPhone Delay?; An Interview with Tim Culpan about SARS, Taiwan’s Response Then and Now, and Apple’s Supply Chain
  2020-03-26 12:07:38
• Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
  2020-03-25 12:41:27
• Compaq and Coronavirus
  2020-03-24 13:08:00
• Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
  2020-03-23 12:28:24
• An Interview with Eugene Wei About the Half-Life of Information
  2020-03-19 09:28:32
• Tech Companies Versus Misinformation, Tech Tracking, Capability Versus Policy
  2020-03-18 13:38:49
• Defining Information
  2020-03-17 13:28:29
• Working From Home with Kids, What About Pay TV?, An NBA Proposal
  2020-03-16 11:38:20
• America Wakes Up?, An Interview with Matt Mullenweg About Working From Home
  2020-03-12 14:09:01
• Zero Trust Information
  2020-03-11 15:45:09
• Amazon Just Walk Out, Waymo Raises $2.25 Billion
  2020-03-10 11:57:47
• Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter
  2020-03-09 11:26:20
• An Interview with Matthew Ball About Disney and Bob Iger
  2020-03-05 09:40:47
• The Future of Tech Conferences; Apple's Supply Chain, Continued; Remote Work and Zoom
  2020-03-04 12:43:50
• Six Deaths in King County, U.S. Mistakes, Paywalls and Pandemics
  2020-03-03 09:28:28
• COVID-19 Cancellations; Apple, China, and Data; What We (Might) Know
  2020-03-02 12:11:13
• An Interview with Bill Bishop of Sinocism about COVID-19, U.S. China Relations, and Media Entrepreneurship
  2020-02-27 10:38:56
• Bob Iger Steps Down From Disney, Why Now?, Why Bob Chapek?
  2020-02-26 12:14:12
• Email Addresses and Razor Blades
  2020-02-25 14:39:11
• Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
  2020-02-24 13:47:24
• Apple's Investor Warning, Foxconn's Investor Warning, An Interview with Dan Wang
  2020-02-20 11:39:53
• The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens
  2020-02-19 11:46:30
• The Daily Update Podcast
  2020-02-18 12:50:18