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Stratechery

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Episodes:

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