2020–2026

2026 189

October 2026

1. 29 OctAn Interview with Palantir CTO Shyam Sankar About the AI Religious War
2. 28 OctMeta Earnings, Muse and the Frontier, Musebook
3. 27 OctAnthropic S-1, The Cost of Compute, Who Is Paying?
4. 26 OctThe End of the Internet
5. 23 Oct2026.43: A New Era
6. 23 OctSharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
7. 22 OctAn Interview with Craig Moffett About SpaceX and Bubbles
8. 21 OctPresented by Stripe
9. 21 OctNetflix Earnings, Business or Franchise, Disney’s Deal
10. 20 OctMuse Spark Open, Meta + Apple, Thin and Thick
11. 19 OctDo You Trust Apple?
12. 16 Oct2026.42: Home At Last
13. 15 OctA Conversation With Ari Emanuel About Entertainment and AI
14. 14 OctApple HomeView, The New Apple TV, The App Story
15. 13 OctSpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
16. 9 Oct2026.41: It’s Not You, It’s Me
17. 8 OctAn Interview with Katie Harbath About Disrupting Politics at Facebook
18. 7 OctApple and LG, The House For Everyone Else, Agent Standards and Amazon
19. 6 OctGame Decompilation, Is This Legal?, A Well-Trodden Path
20. 5 OctApple and a Hacker’s Future
21. 2 Oct2026.40: Dots and Question Marks
22. 1 OctAn Interview with Jason Del Rey About Muse, Amazon, and Walmart

September 2026

1. 30 SepOpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
2. 29 SepOne More Note on Agents, Meta Connect, Meta Enterprise Platform
3. 28 SepApps, Agents, and Aggregation
4. 25 Sep2026.39: Begun, the Aggregator Wars Have
5. 24 SepAn Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg
6. 23 SepMore on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
7. 22 SepAmazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
8. 21 SepFrontier Overhangs
9. 18 Sep2026.38: Doomforce
10. 17 SepAn Interview with Joanna Stern About the iPhone Duo and AI for Normal People
11. 16 SepSalesforce AI Force, Agents as UI, The Race to Headless
12. 15 SepOpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
13. 14 SepPacing the Frontier, AI’s Digital Limits, AI Commissars
14. 11 Sep2026.37: Duo Threats
15. 10 SepThe iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
16. 9 SepOpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
17. 8 SepWrite Things Down
18. 4 Sep2026.36: Friction and Feedback
19. 4 SepAn Interview with OpenAI President Greg Brockman About Astra and Alignment
20. 2 SepFable 5.1, Enterprise Frontier Safeguards
21. 1 SepNvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face

August 2026

1. 31 AugMeta Settles, A Framework For Regulating Content, The Rest of Big Tech
2. 28 Aug2026.35: Internet Hype and Real World Change
3. 26 AugApple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
4. 25 AugNetflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
5. 24 AugAutonomy and Innovation
6. 21 Aug2026.34: App Snore
7. 19 AugApple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
8. 18 AugNvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
9. 17 AugStripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
10. 14 Aug2026.33: The CapEx Train Keeps Rolling
11. 12 AugAnthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
12. 11 AugNvidia’s Risky Business
13. 10 AugApple Earnings, More on Amazon’s Earnings
14. 7 Aug2026.32: Earnings and Learnings
15. 5 AugGoogle Earnings, The Frontier Case, Amazon Earnings
16. 4 AugMicrosoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
17. 3 AugMeta Earnings, Meta’s Timing Problems, The Financial Tail

July 2026

1. 24 Jul2026.30: The Copium Wars
2. 22 JulOpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
3. 21 JulNetflix Earnings, Is Netflix Washed?, Additional Notes
4. 20 JulWho’s Afraid of Chinese Models?
5. 17 Jul2026.29: Mainframes and Main Characters
6. 15 JulIBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
7. 14 JulThe OpenAI Super App, ChatGPT = Codex, Whither Chat
8. 13 JulApple Sues OpenAI, Apple’s Real Problem
9. 10 Jul2026.28: XBOX On the Rocks
10. 9 JulMuse Image, Grok 4.5, Alex Karp on CNBC
11. 8 JulXBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
12. 7 JulA Script for Mark Zuckerberg

June 2026

1. 26 Jun2026.26: Summer Vibes
2. 25 JunAn Interview with Figma CEO Dylan Field About Design and AI
3. 24 JunMy Vibe Coding Adventure, The App and the Experience, Ten Takeaways
4. 23 JunMemory Chips and China, Microsoft and Chinese Models
5. 22 JunApple Price Increases, Apple Intelligence and the E.U.
6. 19 Jun2026.25: The Stuff of Myth(os)
7. 18 JunAn Interview with Michael Morton About E-Commerce in the Age of AI
8. 17 JunThe State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
9. 16 JunFox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
10. 15 JunAnthropic’s Safety Superpower
11. 12 Jun2026.24: Hey Siri, Tell Me a Fable
12. 11 JunAn Interview with Ben Bajarin About Apple, AI, and Compute
13. 10 JunFable 5, Anthropic Alignment, AI Tiers
14. 9 JunThe iPhone’s Last Stand
15. 8 JunGoogle Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
16. 5 Jun2026.23: Power Shifts
17. 4 JunAn Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
18. 3 JunThe Nvidia AI PC, Project Solara, Microsoft AI
19. 2 JunThe Google Capital Company
20. 1 JunYouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar

May 2026

1. 29 May2026.22: Luceing Their Mind
2. 28 MayAn Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
3. 27 MayThe SpaceX IPO and Data Centers in Space
4. 26 MayNvidia Earnings, The AI Stack, Nvidia’s New Reporting
5. 22 May2026.21: The Data Center Veto
6. 21 MayAn Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
7. 20 MayGoogle I/O, World Models, I/O Spaghetti
8. 18 MayData Center Discontent, Understanding the Opposition, Fixing the Problem
9. 15 May2026.20: Shifting Alliances in a Changing World
10. 14 MayAn Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
11. 13 MayThe Deployment Company, Back to the 70s, Apple and Intel
12. 12 MaySpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
13. 11 MayThe Inference Shift
14. 8 May2026.19: Earning & Spending
15. 7 MayAn Interview with Joanna Stern About Living With AI
16. 6 MayMicrosoft Earnings, Apple Earnings
17. 5 MayAmazon’s Durability
18. 4 MayGoogle Earnings, Meta Earnings
19. 1 May2026.18: Long-term, Peripheral & Myopic Visions

April 2026

1. 30 AprAmazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
2. 29 AprIntel Earnings, Intel’s Differentiation?, Whither Terafab
3. 28 AprAn Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
4. 27 AprAI Hardware, Meta Display, Redefining VR and AR
5. 24 Apr2026.17: He Came, He Saw, He Cooked
6. 23 AprAn Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
7. 22 AprJohn Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
8. 21 AprTim Cook’s Impeccable Timing
9. 20 AprTSMC Earnings, New N3 Fabs, The Nvidia Ramp
10. 17 Apr2026.16: Servers, Satellites, and Stars
11. 16 AprAn Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
12. 15 AprAmazon Buys Globalstar, Delta to Add Leo, The Apple Angle
13. 14 AprOpenAI’s Memos, Frontier, Amazon and Anthropic
14. 13 AprMythos, Muse, and the Opportunity Cost of Compute
15. 10 Apr2026.15: Myth and Mythos
16. 9 AprAn Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
17. 8 AprAnthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
18. 7 AprAnthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
19. 6 AprOpenAI Buys TBPN, Tech and the Token Tsunami
20. 3 Apr2026.14: Apple, Acceleration, and AI
21. 2 AprAn Interview with Asymco’s Horace Dediu About Apple at 50
22. 1 AprAxios Supply Chain Attack, Claude Code Code Leaked, AI and Security

March 2026

1. 31 MarApple’s 50 Years of Integration
2. 30 MarSpring Break
3. 27 Mar2026.13: So Long to Sora
4. 26 MarAn Interview with Arm CEO Rene Haas About Selling Chips
5. 25 MarArm Launches Own CPU, Arm’s Motivation, Constraints and Systems
6. 20 Mar2026.12: Please Listen to My Podcast
7. 18 MarJensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
8. 17 MarAn Interview with Nvidia CEO Jensen Huang About Accelerated Computing
9. 16 MarAgents Over Bubbles
10. 13 Mar2026.11: Winners, Losers, and the Unknown
11. 12 MarAn Interview with Robert Fishman About the Current State of Hollywood
12. 11 MarOracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
13. 10 MarCopilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
14. 9 MarMacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
15. 6 Mar2026.10: Higher Powers and Lower Macs
16. 5 MarAn Interview with Gregory Allen About Anthropic and the U.S. Government
17. 4 MarAnthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
18. 3 MarTechnological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
19. 2 MarAnthropic and Alignment

February 2026

1. 27 Feb2026.09: This Was an Xbox
2. 26 FebAn Interview with Bill Gurley About Runnin’ Down a Dream
3. 25 FebXbox Replaces Head of Gaming, Xbox History, Whither Xbox
4. 24 FebAnother Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
5. 20 Feb2026.08: Losing in the Attention Economy
6. 19 FebAn Interview with Matthew Ball About Gaming and the Fight for Attention
7. 18 FebShopify Earnings, Shopify’s AI Advantages
8. 17 FebThin Is In
9. 13 Feb2026.07: Aggregators and AI
10. 12 FebAn Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
11. 11 FebSpotify Earnings, Individualized Networks, AI and Aggregation
12. 10 FebAmazon Earnings, CapEx Concerns, Commodity AI
13. 9 FebGoogle Earnings, Google Cloud Crushes, Search Advertising and LLMs
14. 6 Feb2026.06: SaaSmageddon and the Super Bowl
15. 5 FebAn Interview with Benedict Evans About AI and Software
16. 4 FebApple Earnings, Supply Chain Speculation, China and Industrial Design
17. 3 FebMicrosoft and Software Survival
18. 2 FebPersonal Day — Sick

January 2026

1. 30 Jan2026.05: The Chip Fly in the AI Ointment
2. 29 JanMeta Earnings, Turning Dials, Zuckerberg’s Motivation
3. 28 JanAn Interview with Kalshi CEO Tarek Mansour About Prediction Markets
4. 27 JanIntel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism
5. 26 JanTSMC Risk
6. 23 Jan2026.04: Netflix, Luka, and Life in La La Land
7. 22 JanAn Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
8. 21 JanTSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
9. 20 JanAds in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
10. 16 Jan2026.03: Technology Doings
11. 15 JanAn Interview with United CEO Scott Kirby About Tech Transformation
12. 14 JanMeta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
13. 13 JanApple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
14. 12 JanApple: You (Still) Don’t Understand the Vision Pro
15. 9 Jan2026.02: AI Power, Now and In 100 Years
16. 8 JanAn Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI
17. 7 JanNvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
18. 6 JanNvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense
19. 5 JanAI and the Human Condition

2025 223

December 2025

1. 22 DecWinter Break: December 22nd to January 2nd
2. 18 DecThe 2025 Stratechery Year in Review
3. 17 DecChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule
4. 16 DecAn Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
5. 15 DecDisney and OpenAI, Totems in an AI World, Google Versus the World
6. 12 Dec2025.50: Netflix and a Hollywood Chill
7. 11 DecAn Interview with Ryan Jones About Flighty and Building Apps in 2025
8. 10 DecTrump Allows H200 Sales to China, The Sliding Scale, A Good Decision
9. 9 DecAn Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.
10. 8 DecNetflix and the Hollywood End Game
11. 5 Dec2025.49: Conflicts, Consternation, and Code Red
12. 4 DecAn Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
13. 3 DecAWS re:Invent, Agents for AWS, Nova Forge
14. 2 DecOpenAI Code Red, AWS and Google Cloud Networking
15. 1 DecGoogle, Nvidia, and OpenAI

November 2025

1. 25 NovOpus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
2. 24 NovNvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
3. 21 Nov2025.47: Gemini! At The Disco
4. 20 NovAn Interview with Eric Seufert About Advertising and AI
5. 19 NovGemini 3, Winners and Losers, Integration and the Enterprise
6. 18 NovRobotaxis and Suburbia
7. 17 NovChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
8. 14 Nov2025.46: Satellites and Strategy
9. 13 NovAn Interview with Unity CEO Matthew Bromberg About Turnarounds
10. 12 NovMicrosoft Earnings, CoreAI/MantleAI, Additional Notes
11. 11 NovSpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
12. 10 NovApple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
13. 7 Nov2025.45: Frothiness and the Future
14. 6 NovAn Interview with Michael Morton About AI E-Commerce
15. 5 NovThe Benefits of Bubbles
16. 4 NovAmazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
17. 3 NovGoogle Earnings, Meta Earnings, The Cost of Reality Labs

October 2025

1. 31 Oct2025.44: Twitter, TV, and Taylor Sheridan
2. 30 OctAn Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
3. 29 OctNvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
4. 28 OctTSMC Earnings, The TSMC Brake, Intel Earnings
5. 24 Oct2025.43: The Cost of Resiliency
6. 23 OctNetflix Earnings, KPop Demon Hunters and Netflix Hit Production
7. 22 OctResiliency and Scale
8. 21 OctF1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
9. 20 OctAn Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
10. 17 Oct2025.42: A Rare Earths Awakening for the West
11. 16 OctWalmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
12. 15 OctAn Interview with Gracelin Baskaran About Rare Earths
13. 14 OctOpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
14. 13 OctChina and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
15. 10 Oct2025.41: It’s OpenAI’s World, We’re Just Living in It
16. 9 OctThe OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
17. 8 OctAn Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
18. 7 OctOpenAI’s Windows Play
19. 6 OctSora, AI Bicycles, and Meta Disruption
20. 3 Oct2025.40: The AI Slop Era Arrives
21. 2 OctAn Interview with Ben Bajarin About AI Infrastructure
22. 1 OctSora the App, Sonnet 4.5 and the Question of Models as Processors

September 2025

1. 30 SepOpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?
2. 29 SepMeta Vibes, Good Vibes, Vibes Vision
3. 26 Sep2025.39: The YouTube Juggernaut
4. 25 SepAn Interview with Booking CEO Glenn Fogel About Travel and Aggregation
5. 24 SepYouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power
6. 23 SepThe YouTube Tip of the Google Spear
7. 22 SepNvidia and Intel, Tan’s Earnings Call Negotiation, Deal Specifics
8. 19 Sep2025.38: Meta, YouTube, and Tech Press Attention
9. 18 SepMeta Ray-Ban Display, Why Less is More, Price and the Neural Band
10. 17 SepAn Interview with YouTube CEO Neal Mohan About Building a Stage for Creators
11. 16 SepThe Oracle Inflection Point, Apple’s Price Increase
12. 15 SepOracle Pops, From Databases to AI, Oracle and OpenAI
13. 12 Sep2025.37: Apple on the Periphery
14. 11 SepAn Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
15. 10 SepiPhones 17 and the Sugar Water Trap
16. 9 SepSpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
17. 8 SepAtlassian Buys The Browser Company, Browser Wars, Why Atlassian
18. 5 Sep2025.36: Google, Apple, and a Giant Sigh of Relief
19. 4 SepAn Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
20. 3 SepGoogle Remedy Decision, Reasonable Remedies, The Google Patronage Network
21. 2 SepMade by Google 2025, AI Trade-offs, Google and the Long-Term

August 2025

1. 29 Aug2025.35: Intel and the Least Bad Option
2. 28 AugNvidia Earnings, Moats and China, Nvidia vs. the AI Labs
3. 27 AugKPop Demon Hunters, Sony’s Risk, The Netflix Aggregator
4. 26 AugU.S. Intel
5. 19 AugA Personal Update and Vacation Break
6. 15 Aug2025.33: Meta and the Benefit of the Doubt
7. 14 AugFacebook is Dead; Long Live Meta
8. 13 AugChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
9. 12 AugChina AI Chips, A China Chip Control Framework, Whither HBM
10. 8 Aug2025.32: What Nokia Can Teach Us About the AI Era
11. 7 AugESPN + NFL, NFL Strategy, Additional Disney Notes
12. 6 AugParadigm Shifts and the Winner’s Curse
13. 5 AugApple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
14. 1 Aug2025.31: How to Think About Figma

July 2025

1. 30 JulFigma S-1, The Figma OS, Figma’s AI Potential
2. 29 JulTesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
3. 28 JulTSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
4. 25 Jul2025.30: Rumors of Google’s Demise…
5. 24 JulGoogle Earnings, Google Flips the Switch on Cloud, Search Notes
6. 22 JulNetflix Earnings, Apple and F1
7. 21 JulContent and Community
8. 18 Jul2025.29: What It Takes to Change the Web
9. 16 JulCloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
10. 15 JulCognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
11. 14 JulGoogle and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
12. 11 Jul2025.28: Tech Philosophy and AI Strategy
13. 9 JulApple + Anthropic?, Apple’s Fall, Apple’s Options
14. 8 JulTech Philosophy and AI Opportunity
15. 7 JulTraining AI is Not Fair Use?, LLMs and Scale, Pushing on a String

June 2025

1. 30 JunSummer Break: Week of June 30
2. 27 Jun2025.26: Two Years Into a New Era for Big Tech
3. 26 JunAn Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons
4. 25 JunTraining AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition
5. 24 JunTalent Wars, NBA Money, AI Money
6. 23 JunChecking In on AI and the Big Five
7. 20 Jun2025.25: Snapshots of an Evolving AI Landscape
8. 18 JunxAI Raising Money, xAI and Oracle, Xbox = Windows
9. 17 JunMicrosoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
10. 16 JunWBD Split, HBO and Warner, Whither Sports?
11. 13 Jun2025.24: Apple and Its Safe Place
12. 12 JunAn Interview with “Apple in China” Author Patrick McGee
13. 11 JunMeta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation
14. 10 JunApple Retreats
15. 9 JunVibe Coding, Windsurf and Anthropic, ChatGPT Connectors
16. 6 Jun2025.23: What Nike Learned About E-Commerce
17. 5 JunAn Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
18. 4 JunAnduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations
19. 3 JunNike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
20. 2 JunNvidia Earnings, Nvidia’s China Argument, NVLink Fusion

May 2025

1. 30 May2025.22: What LLMs Could Be in the Workplace
2. 29 MayAn Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust
3. 28 MayThe ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
4. 27 MayClaude 4, Anthropic Agents, Human-AI Agents
5. 23 May2025.21: The Upheaval Coming for the Internet Economy
6. 22 MayOpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
7. 21 MayGoogle I/O, The Search Funnel, Product Possibilities
8. 20 MayThe Agentic Web and Original Sin
9. 19 MayAn Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
10. 16 May2025.20: Product Dreams and Marketplace Realities
11. 15 MayAn Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
12. 14 MayAirbnb’s New App, Experiences and Services, Chesky’s Founder Mode
13. 13 MayOpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
14. 10 May2025.19: Platforms and Their Privileges
15. 9 MayAn Interview with SAP CEO Christian Klein About Enterprise AI
16. 7 MayMicrosoft Earnings, Microsoft’s Core Capability, Amazon Earnings
17. 6 MayMeta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
18. 5 MayPlatform Power Is Underrated
19. 3 May2025.18: Meta and Its Many AI Plans
20. 2 MayApple Held in Contempt, The Crux of the Case, The Takings Clause
21. 1 MayAn Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

April 2025

1. 30 AprAmazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
2. 29 AprIntel Earnings, TSMC Earnings
3. 28 AprGoogle Earnings, Search and AI, Building AI Products
4. 25 Apr2025.17: Where Will Apple Be in 2035?
5. 24 AprAn Interview with Eric Seufert About Digital Advertising During Political Uncertainty
6. 23 AprNetflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
7. 22 AprApple and the Ghosts of Companies Past
8. 21 AprGoogle Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
9. 18 Apr2025.16: Meta and the Shape of Digital Markets
10. 17 AprAn Interview with Dan Kim and Hassan Khan About CHIPS
11. 16 AprNvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
12. 15 AprMeta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
13. 14 AprChatGPT Memory, Boundaries and AI Companions, Auren
14. 11 Apr2025.15: Liberation and Whiplash
15. 10 AprAn Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
16. 9 AprAmerican Disruption
17. 8 AprApple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
18. 7 AprTrade, Tariffs, and Tech

March 2025

1. 31 MarVacation: March 31st to April 3rd
2. 28 Mar2025.13: YouTubeTV and Big Tech Realities
3. 27 MarAn Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
4. 26 MarOpenAI’s New Image Model, Graphic Design and Google, More on Security
5. 25 MarThe Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security
6. 24 MarYouTube TV, Wiz, and Why Monopolies Buy Innovation
7. 21 Mar2025.12: How Nvidia Responds to a Threat
8. 20 MarAn Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
9. 19 MarNvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
10. 18 MarIntel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
11. 17 MarMetallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI
12. 14 Mar2025.11: Alexa Gets an AI Makeover
13. 13 MarAn Interview with Tailscale Co-Founder and CEO Avery Pennarun
14. 12 MarOpenAI API Updates, Steelmanning the API Business, The Problem With Both
15. 11 MarA Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups
16. 10 MarApple AI’s Platform Pivot Potential
17. 7 Mar2025.10: Apple and Its Intelligence Gaps
18. 6 MarAn Interview with Michael Nathanson About the Streaming Endgame
19. 5 MarAlexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake
20. 4 MarMore TSMC Fabs in the U.S., Taiwan’s Trump Card
21. 3 MarMicrosoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity

February 2025

1. 28 Feb2025.09: Tough Decisions and Tradeoffs
2. 27 FebAn Interview with Benedict Evans About AI Unknowns
3. 26 FebMore Chip Curbs?, Google LLM Status Check
4. 25 FebAI Promise and Chip Precariousness
5. 24 FebThe iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued
6. 21 Feb2025.08: How To Train Your Drone
7. 20 FebAn Interview with Manna Founder and CEO Bobby Healy About Drone Delivery
8. 19 FebEncryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage
9. 18 FebGrok 3, The Nvidia Shortcut, Competitive Implications
10. 14 Feb2025.07: Autonomous Cars and Deep Research
11. 13 FebAn Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
12. 12 FebSuper Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence
13. 11 FebThe U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
14. 10 FebDeep Research and Knowledge Value
15. 7 Feb2025.06: From DeepSeek to Deep Research
16. 6 FebAn Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
17. 5 FebGoogle Earnings, Search Status, China Antitrust Actions
18. 4 FebApple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
19. 3 FebThe De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance

January 2025

1. 31 Jan2025.05: The World Discovers DeepSeek
2. 31 JanAn Interview with Matthew Ball About the Gaming Slump
3. 30 JanMicrosoft Earnings, Meta Earnings
4. 29 JanAsianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes
5. 28 JanThe OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
6. 27 JanDeepSeek FAQ
7. 24 Jan2025.04: OpenAI, Microsoft and The State of AI
8. 23 JanAn Interview with Daniel Gross and Nat Friedman About Models, Margins, and Moats
9. 22 JanStargate, The End of Microsoft and OpenAI
10. 21 JanStratechery Updates, DeepSeek-R1, DeepSeek Implications
11. 20 JanAn Interview with Jon Yu About YouTube and Making Semiconductors
12. 20 JanStratechery Plus + Asianometry
13. 17 Jan2025.03: AI’s Arrival and TikTok’s Departure
14. 15 JanTikTok Ban Approaches, Generational Implications, Xiaohongshu
15. 14 JanAI Diffusion Regulations, Closing Loopholes, The Objections
16. 13 JanAI’s Uneven Arrival
17. 10 Jan2025.02: New Year, New Meta
18. 9 JanAn Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts
19. 8 JanMeta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well
20. 7 JanNvidia at CES, Cosmos and Omniverse, Digits

2024 182

December 2024

1. 23 DecHoliday Break: December 23rd to January 6th
2. 19 DecThe 2024 Stratechery Year in Review
3. 18 DecRapidus, The End of Economic Rationality, AI Disruption
4. 17 DecGoogle Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search
5. 16 DecThe Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir
6. 12 DecAn Interview with Gregory Allen About the State of China Chip Export Controls
7. 11 DecGM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
8. 10 DecChatGPT Pro, o1 Pro, Sora
9. 9 DecIntel’s Death and Potential Revival
10. 5 DecAn Interview with Tae Kim about Jensen Huang and The Nvidia Way
11. 4 DecAWS re:Invent, Nova and Model Choice, AI as Commodity
12. 3 DecGelsinger Out at Intel, What Happened, Ten Years Too Late
13. 2 DecThe Gen AI Bridge to the Future

November 2024

1. 26 NovSpotify Earnings, Spotify’s Video Plans, Spotify’s Ad Business
2. 25 NovNvidia Earnings, Strawberry and Video, The Networking Question
3. 21 NovAn Interview with Byrne Hobart About Bubbles and Escaping Stagnation
4. 20 NovDOJ Proposes Google Remedy, Search Data, EU Fines Meta
5. 19 NovNetflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
6. 18 NovA Chance to Build
7. 14 NovAn Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
8. 13 NovShopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer
9. 12 NovApple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App
10. 11 NovAmazon Earnings, Robotics and Amazon’s Expanding 1P Business
11. 7 NovAn Interview with Understanding AI Author Timothy B. Lee
12. 6 NovPresident Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
13. 5 NovMicrosoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
14. 4 NovMeta Earnings, Measuring Meta’s Spending, Meta Recommendations

October 2024

1. 31 OctAn Interview with Synopsys CEO Sassine Ghazi About Designing Chips
2. 30 OctGoogle Earnings, YouTube Financials, AI Optimism
3. 29 OctMeta’s AI Abundance
4. 28 OctTrump on Rogan, The Voters Decide, The Podcast Election
5. 25 OctAn Interview with Salesforce CEO Marc Benioff about AI Abundance
6. 23 OctNetflix Earnings, Netflix Maintenance, Netflix’s Venture Model
7. 22 OctStripe Acquires Bridge, Stablecoins, Platform of Platforms
8. 21 OctTSMC Earnings, Margins and Arizona, ASML and Peak Lithography
9. 17 OctAn Interview with Hugo Barra About Orion and Meta’s AR Strategy
10. 16 OctIntel and AMD to Collaborate on x86, A History of Intel and AMD, ARM and AI
11. 15 OctElon Dreams and Bitter Lessons
12. 10 OctAn Interview with Eric Seufert About the Current State of Digital Advertising
13. 9 OctTesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
14. 8 OctGoogle’s Play Store Remedies, The Injunction, The Power of Network Effects
15. 7 OctU.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
16. 3 OctAn Interview with Gregory Allen About Transforming U.S. Defense
17. 2 OctOpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top
18. 1 OctTaking Waymo, Uber and Waymo

September 2024

1. 30 SepMore on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation
2. 26 SepAn Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
3. 25 SepSnap Spectacles, iOS 18 Contacts Crack Down
4. 24 SepEnterprise Philosophy and the First Wave of AI
5. 23 SepIntel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
6. 19 SepAn Interview with Craig Moffett About Apple and Telecoms
7. 18 SepCopilot Pages, Salesforce Agents
8. 17 SepUnity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro
9. 16 SepOpenAI’s New Model, How o1 Works, Scaling Inference
10. 12 SepAn Interview with Zillow CEO Jeremy Wacksman About Evolving Strategy
11. 11 SepApple’s E.U. Fine, Apple’s Next Case?
12. 10 SepBoomer Apple
13. 9 SepiPhone Pricing, DirecTV and Disney, Bars and Sports
14. 5 SepAn Interview with Ben Bajarin About Smartphones, AI, and Intel
15. 4 SepBroadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
16. 3 SepIntel Honesty

August 2024

1. 28 AugIntel Concerns, Fubo Blocks Venu
2. 27 AugPerplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up
3. 26 AugTelegram CEO Arrested, Telegram’s Non-Encrypted Advantage, Telegram Complexities
4. 22 AugAn Interview with Canva CEO Melanie Perkins About Disrupting Design
5. 21 AugIntel Earnings, Intel’s Nadir
6. 20 AugTSMC Earnings, The AI Milestone
7. 19 AugAMD Acquires ZT Systems, AMD’s Integration, Substack In-App Purchases
8. 15 AugAn Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History
9. 14 AugIntegration and Android
10. 13 AugNBC Measurement, Apple and Patreon, Substack Next?
11. 12 AugOlympic Ratings, Peacock’s Abundance, Comcast Earnings
12. 7 AugGoogle Decision Follow-Up, Amazon Earnings
13. 6 AugFriendly Google and Enemy Remedies
14. 5 AugApple Earnings, Meta Earnings

July 2024

1. 31 JulMicrosoft Earnings, Copilot and CapEx, Pichai on Risk
2. 30 JulReddit’s Robots.txt, The Reddit Perspective, Google Contracts
3. 29 JulGoogle Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
4. 24 JulLlama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation
5. 23 JulNetflix Earnings, The Status of Netflix Advertising
6. 22 JulCrashes and Competition
7. 17 JulTech For Trump, Breaking the Deal, From Inertness to Interest
8. 16 JulJD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference
9. 15 JulTech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC
10. 10 JulApple and the OpenAI Board, Microsoft and the OpenAI Board
11. 9 JulWhy Apple Deserves Special Scrutiny, Paramount Merges with Skydance
12. 8 JulThe E.U. Goes Too Far
13. 1 JulSummer Break: Week of July 1st

June 2024

1. 26 JunAn Interview with Marques Brownlee (MKBHD) About Being a YouTube Star
2. 25 JunEuropean Commission Charges Apple, Apple Delays New Features for E.U.
3. 24 JunPerplexity and Robots.txt, Perplexity’s Defense, Google and Competition
4. 20 JunAn Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
5. 18 JunFTC Sues Adobe, The Legal Question, The Value of Doing Right
6. 17 JunThe Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk
7. 13 JunAn Interview with Daniel Gross and Nat Friedman About Apple and AI
8. 12 JunHow Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live
9. 11 Jun[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
10. 10 JunApple Intelligence is Right On Time
11. 6 JunAn Interview with AMD CEO Lisa Su About Solving Hard Problems
12. 5 JunDatabricks Buys Tabular, The End of Software?
13. 4 JunNvidia at Computex, Nvidia’s Roadmap, Horizontal Nvidia
14. 3 JunComputex 2024, Is AWS Modular or Integrated?

May 2024

1. 30 MayAn Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
2. 29 MayAI Integration and Modularization
3. 28 MayNvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
4. 23 MayInterviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
5. 22 MayMicrosoft Build, Copilot Platforms, A Note on Recall
6. 21 MayWindows Returns
7. 20 MayNetflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle
8. 16 MayAn Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
9. 15 MayGoogle I/O, Google’s Strengths and Weaknesses, AI Search
10. 14 MayOpenAI’s Spring Event, GPT-4o, OpenAI and Apple
11. 13 MayThe Great Flattening
12. 9 MayAn Interview with Matthew Belloni About Hollywood’s Streaming Struggles
13. 8 MayApple’s iPad Event, The Peaceful iPad, Disney Earnings
14. 7 MayTSMC Earnings, TSMC’s Pricing Mistake, Intel v. TSMC
15. 6 MayApple Earnings, Wearables and Vision Pro, AI Leverage
16. 2 MayAn Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI
17. 1 MayThe NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings

April 2024

1. 30 AprGoogle Earnings, Google’s Re-Org, Google’s True Moonshot
2. 29 AprMeta and Reasonable Doubt
3. 25 AprAn Interview with Walmart CEO Doug McMillon About Omnichannel Retail
4. 24 AprDoes VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
5. 23 AprMeta and Open
6. 22 AprNetflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game
7. 18 AprAn Interview with Michael Morton About E-Commerce Winners and Losers
8. 17 AprMore on Humane, Limitless, The iPhone Integration Barrier
9. 16 AprMKBHDs For Everything
10. 15 AprIntel’s Modular Vision, Meta MTIA 2, Google Axion
11. 11 AprAn Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
12. 10 AprGemini 1.5 and Google’s Nature
13. 9 AprPersonal Day
14. 8 AprThe Status of Just Walk Out, TSMC Gets CHIPS Act Grant
15. 3 AprAn Interview with Benedict Evans About Regulation and AI
16. 2 AprThe XZ Backdoor, What Happened, Open Source Safety
17. 1 AprMLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI

March 2024

1. 28 MarAn Interview with Hugo Barra About a Career in Tech and the Future of VR
2. 27 MarApple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
3. 26 MarApple and the Monopoly Question, iPhone Market Share, Apple’s Durability
4. 25 MarUnited States v. Apple
5. 21 MarAn Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
6. 20 MarMicrosoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
7. 19 MarNvidia Waves and Moats
8. 18 MarApple Releases AI Research Paper, Apple + Gemini?
9. 14 MarAn Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
10. 13 MarReddit S-1, Reddit’s Prospects, Reddit Grows Up
11. 12 MarWalmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
12. 11 MarCongress Considering TikTok Ban, TikTok’s War, What Now?
13. 7 MarApple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again)
14. 6 MarElon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem
15. 5 MarIndia and Gemini, Ten Blue Links, The Complicity Framework
16. 4 MarAggregator’s AI Risk

February 2024

1. 29 FebAn Interview with Nat Friedman and Daniel Gross Reasoning About AI
2. 28 FebMistral, Microsoft’s Investment, Generative AI and Customer Support
3. 27 FebNvidia Earnings, Inference and Meta
4. 26 FebGemini and Google’s Culture
5. 22 FebAn Interview with Matthew Ball About the Vision Pro and the State of Gaming
6. 21 FebGroq Costs, Gemini Pro 1.5, Google’s Timidity
7. 20 FebSora, Groq, and Virtual Reality
8. 19 FebXbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
9. 15 FebAn Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
10. 14 FebXbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
11. 13 FebVision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
12. 8 FebAn Interview with Eric Seufert About Meta at the Top
13. 7 FebVision Pro at Work, The Sports Bundle
14. 6 FebThe Apple Vision Pro
15. 5 FebMeta Earnings; Meta, AI, and ATT; Meta’s New Playbook
16. 1 FebAn Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)

January 2024

1. 31 JanGoogle Earnings, Microsoft Earnings
2. 30 JanIntel’s Humbling
3. 29 JanApple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
4. 25 JanAn Interview with Netflix co-CEO Greg Peters About Strategy and Execution
5. 24 JanTSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
6. 23 JanAmazon and Diamond Sports, Netflix and WWE
7. 22 JanThe Apple Vision Pro’s Missing Apps
8. 18 JanAn Interview with Om Malik About Tech’s History and Future
9. 17 JanThe Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response
10. 16 JanOpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
11. 11 JanAn Interview with Arm CEO Rene Haas
12. 10 JanAI at CES, The Rabbit R1
13. 9 JanSubstack and Platformer, Moderation and Infrastructure, Bars and Culture
14. 8 JanThe New York Times’ AI Opportunity

2023 176

December 2023

1. 22 DecHoliday Break: December 25th to January 5th
2. 21 DecThe 2023 Stratechery Year in Review
3. 20 DecAdobe Abandons Figma Acquisition; The Neo-Brandeis Movement’s Missed Opportunity; First, Do No Harm
4. 19 DecApple Watch Import Ban, Apple v Masimo, Apple’s Response
5. 18 DecGoogle’s True Moonshot
6. 14 DecAn Interview with Nat Friedman and Daniel Gross About the Human Component of AI
7. 13 DecNetflix’s Data Drop, Power Laws, Netflix’s Motivations
8. 12 DecGoogle Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
9. 11 DecGoogle Gemini; Performance, Infrastructure, and Integration; Apple MLX
10. 7 DecAn Interview with Michael Nathanson About a Tumultuous Year in Media
11. 6 DecSpotify Layoffs, Lessons From Spotify, Ek’s Letter and Spotify’s Debt
12. 5 DecRegretful Accelerationism
13. 4 DecThe College Football Playoff, Events Over Inventory, NASCAR’s New Deal

November 2023

1. 30 NovAn Interview with Roblox CEO David Baszucki About Advertising and AI
2. 29 NovAWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
3. 28 NovAWS:reInvent, Serverless and the Smiling Curve, AI Services
4. 27 NovSam Altman Back at OpenAI, Q*, Going Forward
5. 21 NovThe OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
6. 20 NovOpenAI’s Misalignment and Microsoft’s Gain
7. 16 NovAn Interview with Bill Bishop and Andrew Sharp Checking In on China
8. 15 NovGoogle’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
9. 14 NovMeta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance
10. 13 NovDisney Earnings, Disney 3.0, Streaming and Sports
11. 9 NovAn Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
12. 8 NovRealtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
13. 7 NovThe OpenAI Keynote
14. 6 NovApple Earnings, Shopify Earnings
15. 2 NovAn Interview with Spike Eskin About Radio, Podcasts, and Internet Stars
16. 1 NovAttenuating Innovation (AI)

October 2023

1. 31 OctAmazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
2. 30 OctMeta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect
3. 26 OctAn Interview with Gregory Allen About the Updated China Chip Ban
4. 25 OctGoogle Earnings, Microsoft Earnings, AI Leverage
5. 24 OctESPN Financials, NBA Spin, Jon Stewart vs. Apple
6. 23 OctNetflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited
7. 19 OctAn Interview with Former TechCrunch Editor-in-Chief Matthew Panzarino About Covering Technology
8. 18 OctChina Chips and Moore’s Law
9. 17 OctAdobe Max, Figma and Firefly, The Icon of Transparency
10. 16 OctUnity CEO Out, Microsoft Owns Activision
11. 9 OctVacation: October 9th to October 12th
12. 5 OctAn Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
13. 4 OctSpotify Subscription Audiobooks, Casual Fans and Bundles, Spotify’s Goals
14. 3 OctHollywood Writers End Strike, The Utah Jazz and Las Vegas Knights Go Direct
15. 2 OctAI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic

September 2023

1. 28 SepAI, Hardware, and Virtual Reality
2. 27 SepFTC Sues Amazon
3. 25 SepMicrosoft’s Surface AI Event, The New Microsoft, The Old Microsoft
4. 21 SepAn Interview with Anduril Co-Founder and CEO Brian Schimpf About Software and the Military
5. 20 SepMax Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
6. 19 SepInstacart IPO, Instacart Conflict, Arm’s IPO Pop
7. 18 SepUnity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
8. 14 SepAn Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
9. 13 SepApple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
10. 12 SepCharter-Disney Winners and Losers
11. 11 SepThe Huawei Mate 60 Pro, 7nm Background, Implications and Reactions
12. 7 SepAn Interview with Doug O’Laughlin and Dylan Patel about Semiconductors and AI
13. 6 SepAmazon and Shopify, Shopify and Its Merchants, The Payments Question
14. 5 SepThe Rise and Fall of ESPN’s Leverage

August 2023

1. 31 AugAn Interview with Lisa Ellis about Payments
2. 30 AugGoogle Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
3. 29 AugChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
4. 28 AugNvidia On the Mountaintop
5. 24 AugAn Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle
6. 23 AugArm’s F-1, Arm’s Risks, Arm’s Price
7. 22 AugMicrosoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting
8. 21 AugAdyen Earnings, Adyen’s European Context, Adyen vs. Stripe
9. 17 AugAn Interview with Eugene Wei About Twitter, Threads, and Taylor Swift
10. 16 AugDisney Earnings, A Split Disney?, ESPN’s Advertising
11. 15 AugDisney’s Taylor Swift Era
12. 8 AugApple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
13. 7 AugAmazon Earnings, Amazon and AI, Amazon’s Improved Delivery
14. 2 AugMeta Blocks News in Canada, LK-99, YouTube and TV Advertisers
15. 1 AugPersonal Day, and Two Podcasts on Facebook

July 2023

1. 31 JulMeta Earnings, AI in Meta’s Business, Reality Labs Reality
2. 26 JulMicrosoft Earnings, Google Earnings, Snap Earnings
3. 25 JulX, Musk’s Motivation, Beats and Big Tech
4. 24 JulNetflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike
5. 19 JulStreaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License
6. 18 JulBob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
7. 17 JulHollywood on Strike
8. 13 JulMicrosoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale
9. 12 JulMicrosoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
10. 11 JulThreads and the Social/Communications Map
11. 3 JulSummer Break: Week of July 3rd

June 2023

1. 29 JunAn Interview with Marc Andreessen about AI and How You Change the World
2. 28 JunStarlink Solution, Starlink Experience, Starlink Implications
3. 27 JunFriction Follow-Up, Databricks Acquires MosaicML
4. 26 JunAmazon, Friction, and the FTC
5. 22 JunAn Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
6. 21 JunEV Charging Standards, Tesla’s Strategy, Tesla’s Reward
7. 20 JunPodcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry
8. 15 JunAn Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
9. 14 JunReddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
10. 13 JunFTC Sues to Block Activision Deal (Again), Global Companies vs. Regional Regulators, How Big is the Xbox Business?
11. 12 JunReddit Revolt, Apollo and Reddit’s Changes, Complement Complaints
12. 8 JunAn Interview with Vercel Founder Guillermo Rauch
13. 7 JunQuest vs. Vision, Vision and the Mac, Apple Acquires Mira
14. 6 JunApple Vision
15. 5 JunWWDC Preview, Meta’s Quest 3 Announcement, AI and the World
16. 1 JunAn Interview with DNVR Co-Founder Adam Mares About Building Local Internet Businesses

May 2023

1. 31 MayMicron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
2. 30 MayNvidia Earnings, Jensen Huang’s Defense, Training Versus Inference
3. 25 MayAn Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
4. 24 MayWindows and the AI Platform Shift
5. 23 MayMeta’s Low E.U. ARPU, The Supreme Court and Section 230
6. 22 MayEU Fines Meta, Big Tech Exposure, The Degradation of Scalability
7. 19 MayAn Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
8. 16 MayCord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
9. 15 MayGoogle I/O and the Coming AI Battles
10. 11 MayAn Interview with Qualcomm CEO Cristiano Amon
11. 10 May[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
12. 9 MayShopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout
13. 8 MayShopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
14. 4 MayAn Interview with Gregory C. Allen About China’s Chip Ban Response
15. 3 MayFacebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
16. 2 MayThe Unified Content Business Model
17. 1 MayThe Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition

April 2023

1. 27 AprAn Interview with Chip War Author Chris Miller
2. 26 AprUK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings
3. 25 AprApple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
4. 24 AprBuzzFeed Shutters News, Startups and the R&D Tax Credit
5. 20 AprAn Interview with Replika Founder and CEO Eugenia Kuyda
6. 19 AprNetflix Earnings, Netflix’s Movie Strategy, Accretive Ads
7. 18 AprFair Use and Model Training, Getty Images vs. Stable Diffusion, Adobe’s Regulatory Capture Bet
8. 17 AprAI, NIL, and Zero Trust Authenticity
9. 13 AprAn Interview with Adobe Chief Strategy Officer Scott Belsky
10. 12 AprArtifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions
11. 11 AprLyft’s Founders Exit, Uber Driver Improvements, Wrong About Aggregation
12. 10 AprSubstack Notes, Twitter Blocks Substack, Substack Versus Writers
13. 3 AprVacation: April 3rd to April 7th

March 2023

1. 30 MarAn Interview with Daniel Gross and Nat Friedman about the AI Product Revolution
2. 29 MarReplit and Google, The Google Perspective, Twitter’s Bad Idea
3. 28 Mar[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
4. 27 MarChatGPT Gets a Computer
5. 23 MarAn Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
6. 22 MarNvidia GTC, DGX Cloud, Nvidia’s Partners
7. 21 MarApple and AI, Lobotomized Lovers, XR Companions
8. 20 MarMicrosoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear
9. 16 MarAn Interview with The Ringer Founder and CEO Bill Simmons
10. 15 MarGPT-4, Google Adds AI to Productivity Apps, Local Language Models
11. 14 MarSpotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
12. 13 MarThe End of Silicon Valley (Bank)
13. 9 MarAn Interview with Deel Co-Founder and CEO Alex Bouaziz
14. 8 MarAn ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?
15. 7 MarShopify Earnings, Shopify Audiences, The Shop App
16. 6 MarMeta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU
17. 2 MarAn Interview with John Kosner About the Past and Future of Sports in an Age of Abundance
18. 1 MarEU Narrows Apple Case, Snap’s My AI

February 2023

1. 28 FebWhat the NBA Can Learn From Formula 1
2. 23 FebAn Interview with Kevin Systrom and Mike Krieger About Artifact
3. 22 FebDiamond Sports Misses Interest Payment, Bally’s Dire Situation, Negotiating Bankruptcy
4. 21 FebSection 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls
5. 16 FebAn Interview with Matthew Ball About Disney, Streaming, and the Metaverse
6. 15 FebFrom Bing to Sydney
7. 14 FebNew Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs
8. 13 FebThe Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
9. 9 FebGoogle and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware
10. 8 FebNew Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
11. 7 FebGoogle Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization
12. 6 FebThe Four Horsemen of the Tech Recession
13. 2 FebAn Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case
14. 1 FebIntel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings

January 2023

1. 31 JanMicrosoft Earnings, Azure’s Slowdown, Office Strikes Back
2. 30 JanIntel Earnings, Intel’s Plunging Margin, The Dividend Question
3. 27 JanStratechery Plus Adds Greatest Of All Talk
4. 26 JanAn Interview with Michael Nathanson About Netflix and the Media Industry
5. 25 JanDOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal
6. 24 JanTech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs
7. 23 JanNetflix’s New Chapter
8. 19 JanAn Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing
9. 18 JanTwitter Timelines, Azure and OpenAI, Apple and China
10. 17 JanTSMC Earnings, Geographic Flexibility, The 7nm Question
11. 16 JanTwitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model
12. 11 JanMeta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition
13. 10 JanMore on Google and AI; OpenAI, Integration, and Microsoft
14. 9 JanAI and the Big Five

2022 189

December 2022

1. 23 DecHoliday Break: December 26th to January 5th
2. 22 DecAn Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
3. 21 DecFTC Fines Epic, Netflix Ads, YouTube and the NFL
4. 20 DecThe 2022 Stratechery Year in Review
5. 19 DecTwitter’s Link Ban, Network Portability, China and the Trailing Edge
6. 15 DecAn Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
7. 14 DecThe App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
8. 13 DecApple iCloud Encryption, CSAM Scanning and Convergent Encryption
9. 12 DecConsoles and Competition
10. 8 DecAn Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities
11. 7 DecTSMC in Arizona, Arizona Challenges, Realities and Motivations
12. 6 DecLensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
13. 5 DecAI Homework
14. 1 DecThe NYT-SBF Interview, Sharp China on China Protests and the Path to Re-Opening

November 2022

1. 30 NovNvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds
2. 29 NovMusk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount
3. 28 NovDisney Expectations, Twitter Expectations, Silicon Valley Expectations
4. 22 NovHappy Thanksgiving
5. 21 NovBob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment
6. 17 NovAn Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
7. 16 NovWarner Bros. Discovery and the NBA, The Zaslav Doctrine
8. 15 NovThe AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued
9. 14 NovNarratives
10. 10 NovAn Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley
11. 9 NovChina Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
12. 8 NovSpotify Earnings, Spotify Exclusives, Spotify vs. Apple
13. 7 NovTwo Apple Items, Twitter Cash Flow, Twitter Versus Advertisers
14. 4 NovStratechery Plus Adds Sharp China with Sinocism’s Bill Bishop
15. 3 NovAn Interview with Eugene Wei About Streaming and Social Media
16. 2 NovMusk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings
17. 1 NovMeta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing

October 2022

1. 31 OctMeta Myths
2. 29 OctAn Interview with Mark Zuckerberg about the Metaverse
3. 28 OctAnnouncing Sharp China With Sinocism’s Bill Bishop
4. 27 OctAn Interview with Dan Wang About the China Chip Ban
5. 26 OctGoogle Earnings, Gaming’s Warning Light, Google’s Costs
6. 25 OctChips and China
7. 24 OctSnap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset
8. 20 OctAn Interview With Replit Founder Amjad Masad
9. 19 OctNetflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier
10. 18 OctMicrosoft Full Circle
11. 17 OctMore on the China Chip Ban, The AI Focus, Apple and YMTC
12. 12 OctMeta Meets Microsoft
13. 12 OctAn Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
14. 11 OctThe China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
15. 6 OctAn Interview With Daniel Gross and Nat Friedman about the Democratization of AI
16. 5 OctMusk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
17. 4 OctDALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats
18. 3 OctGoogle Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust

September 2022

1. 29 SepAn Interview With Instacart CEO Fidji Simo About Big Ambitions
2. 28 SepSpotify Audiobooks, Audiobook Business Models, Limitations and Skepticism
3. 27 SepRoblox Ads, Walmart Land, Internal Economies
4. 26 SepNvidia In the Valley
5. 22 SepAn Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud
6. 21 SepLaunch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions
7. 20 SepSharp Tech and Stratechery Plus
8. 19 SepAdobe Acquires Figma, Figma’s Disruption, The Figma OS
9. 15 SepAn Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site
10. 14 SepInstagram Reels Struggles, Meta’s Mistake, TikTok at Code
11. 13 SepAI Bundling Follow-Up, iPhone Follow-Up
12. 12 SepThe AI Unbundling
13. 8 SepThe Services iPhone
14. 7 SepShopify vs. Buy With Prime, Instagram Shopping, CUDA and China
15. 6 SepAI Chips and China, Geopolitical Considerations, Nvidia Considerations
16. 1 SepAn Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media

August 2022

1. 31 AugNvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise
2. 30 AugApple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board
3. 29 AugRights, Laws, and Google
4. 25 AugAn Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
5. 24 AugThe Twitter Whistleblower, mDAUs and Bots, Musk’s Akorn Lifeline
6. 23 AugGoogle, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
7. 22 AugHouse of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
8. 18 AugAn Interview With Eric Seufert About the Future of Digital Advertising
9. 17 AugThree Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet
10. 16 AugInstagram, TikTok, and the Three Trends
11. 15 AugApple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact
12. 11 AugAn Interview With The New York Times Company CEO Meredith Kopit Levien
13. 10 AugAppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
14. 9 AugNvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
15. 8 AugPersonal Day
16. 4 AugPolitical Chips Follow-Up, Intel Earnings, SMIC at 7nm
17. 3 AugPolitical Chips
18. 2 AugApple Earnings, Apple’s New Advertising Slots, Amazon Earnings

July 2022

1. 28 JulMeta Earnings, Reasons for Optimism, Meta Changes
2. 27 JulGoogle Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings
3. 26 JulSnap Earnings, Instagram Versus the Kardashians
4. 25 JulAmazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
5. 20 JulNetflix Earnings, Microsoft and Netflix’s Ad Deal
6. 19 JulCHIPS Act; America, China, and Intel; Micron and TSMC
7. 18 JulMore on Unity and ironSource, Developer Discontent, Tactics and Execution
8. 13 JulUnity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
9. 12 JulBig Ten Blame
10. 11 JulThe Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
11. 4 JulSummer Break: Week of July 4th

June 2022

1. 30 JunAn Interview With The Metaverse Author Matthew Ball
2. 29 JunPassport Update, Independence and Interoperability, Web3 Use Cases
3. 28 JunAggregation Follow-up, Netflix’s Ad Partners
4. 27 JunSpotify, Netflix, and Aggregation
5. 23 JunAn Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
6. 22 JunSpotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
7. 21 JunData and Definitions
8. 16 JunAn Interview with Okta CEO Todd McKinnon About Security in Supply Chains
9. 15 JunMLS on Apple TV, The MLS Perspective, The Apple Perspective
10. 14 JunNESN 360, NESN and vMVPDs, Cable and the User Experience
11. 13 JunZero-COVID and Free Speech
12. 9 JunAn Interview With Babylist Founder and CEO Natalie Gordon
13. 8 JunMore on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
14. 7 JunApple WWDC, M2, Additional Notes
15. 6 JunAirbnb Categories; V1, V2, and Categories; AirCover for Guests
16. 2 JunAn Interview with Michael Nathanson About Streaming and Digital Advertising
17. 1 JunBrowsers and Regulation; Thin Platforms, Bundling, and Unbundling

May 2022

1. 31 MayThin Platforms
2. 26 MayNiantic Lightship, An Interview with Niantic Founder John Hanke
3. 25 MayMicrosoft Build, Thick Versus Thin, AI Platforms
4. 24 MaySnap Revenue Warning, Snap’s Direct Response Bifurcation, Broader Takeaways
5. 23 MayWarner Bros. Discovery
6. 19 MayAn Interview with Eric Seufert About the Post-ATT Landscape
7. 18 MayDisney Earnings, Disney and Linear TV, Disney+ Ads
8. 17 MayMusk, Twitter, and Bots; Bot Experience; Bot Science
9. 16 MayGoogle I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
10. 12 MayAn Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
11. 11 MayShopify Follow-up, Shopify Audiences, Unity Earnings
12. 10 MayCable’s Last Laugh
13. 9 MayShopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
14. 5 MayAn Interview with “Father of the iPod” Tony Fadell
15. 4 MayAMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
16. 3 MayAmazon Earnings, Amazon’s Costs, Amazon Closes Stores
17. 2 MayApple Earnings, Apple and Zero-COVID, Apple Pay and the EU

April 2022

1. 28 AprMeta Earnings, Meta Spending, AI Costs and Moats
2. 27 AprTwitter Follow-Up, Google Earnings, ATT and Google
3. 26 AprElon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance
4. 25 AprBeyond Aggregation: Amazon as a Service
5. 21 AprAn Interview with Ramp Founder Eric Glyman
6. 20 AprNetflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
7. 19 AprWhat About Bluesky?, Moderation and Control, What’s Next for Twitter
8. 18 AprBack to the Future of Twitter
9. 14 AprMusk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
10. 13 AprMeta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
11. 12 AprDALL-E, the Metaverse, and Zero Marginal Content
12. 11 AprMusk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset
13. 7 AprAn Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
14. 6 AprElon Musk Joins Twitter’s Board, Gogoro SPAC
15. 5 AprWhy Netflix Should Not Sell Ads, Elon Musk and Twitter
16. 4 AprWhy Netflix Should Sell Ads

March 2022

1. 31 MarLaw Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption
2. 30 MarThe Digital Markets Act, The DMA and Advertising, Messaging Interoperability
3. 29 MarGoogle’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
4. 28 MarAn Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
5. 28 MarAn Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
6. 21 MarVacation March 21-24, 2022
7. 17 MarThe Current Thing
8. 16 MariPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
9. 15 MarMore on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
10. 14 MarSubstack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
11. 10 MarAn Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
12. 9 MarApple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
13. 7 MarTech and War
14. 3 MarAn Interview With Rippling Founder Parker Conrad
15. 2 MarAmazon Launches Luna, Apple and Russia
16. 1 MarFacebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

February 2022

1. 28 FebRussia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
2. 24 FebAn Interview with Intel CEO Pat Gelsinger
3. 23 FebShopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights
4. 22 FebShopify’s Evolution
5. 21 FebGoogle Privacy Sandbox, SDK Runtimes, On-Device Targeting
6. 17 FebRoblox Earnings, An Interview with Roblox CEO David Baszucki
7. 16 FebAkamai Buys Linode, Akamai’s Strategy, Cloudflare and Disruption
8. 15 FebPeloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
9. 14 FebPeloton Changes CEO, The Pandemic Stocks, Peloton’s Options
10. 10 FebThe Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
11. 9 FebDigital Advertising Follow-up, Spotify-Rogan Follow-up
12. 8 FebDigital Advertising in 2022
13. 7 FebSpotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run
14. 3 FebMeta’s Earnings, Facebook’s Three Challenges, Financial Versus Existential Risks
15. 2 FebApple Earnings, AMD Earnings, Google Earnings
16. 1 FebGaming the Smiling Curve

January 2022

1. 27 JanIntel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
2. 26 JanMicrosoft Earnings, Microsoft Advertising, The Deflating Balloon
3. 25 Jan[FREE] Netflix Follow-Up, The Senate Tech Bill
4. 24 JanNetflix Earnings, The Competition Question, Netflix’s Long-Term Value
5. 20 JanMr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger’s Three Tenets
6. 19 JanMicrosoft Acquires Activision Blizzard, Notes on the Acquisition, An Interview With Microsoft Gaming CEO Phil Spencer
7. 18 JanThe Intel Split
8. 13 JanWhere Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
9. 12 JanFollow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
10. 11 JanTake-Two Acquires Zynga, The New York Times Buys The Athletic
11. 10 JanNPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
12. 6 JanFacebook and XROS, XROS vs VROS, Why VROS
13. 5 JanOpenSea, Web3, and Aggregation Theory

2021 181

December 2021

1. 22 DecHoliday Break: December 22nd to January 4th
2. 21 DecThe Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
3. 20 DecThe 2021 Stratechery Year in Review
4. 16 DecFormula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
5. 15 DecThe Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
6. 14 DecThe Great Bifurcation
7. 13 DecIntel vs. TSMC, How Samsung and TSMC Won, MAD Chips
8. 9 DecApp Store Injunction Stayed, Fingerprinting on iOS, Life360 and Apple’s Missing Leverage
9. 8 DecThe Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk
10. 7 DecFTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM’s Future
11. 6 DecThe Amazon Empire Strikes Back
12. 2 DecAWS re:Invent, re:Invent Announcements of Interest
13. 1 DecWhy Subscription Twitter is a Terrible Idea, Twitter Bans Sharing Private Photos and Videos, Twitter and Free Speech

November 2021

1. 30 NovTwitter Has a New CEO; What About a New Business Model?
2. 23 NovStratechery and Thanksgiving
3. 22 NovSpotify’s Earnings; Spotify’s Podcast Payoff; Universal, Taylor Swift, and Internet Power
4. 18 NovUnity, Weta, and Faceless Platforms
5. 17 NovUnity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
6. 16 NovConstitutionDAO, The Need for Trust, Memes and Reality
7. 15 NovOpendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability
8. 11 NovNvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
9. 10 NovMetaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal
10. 9 NovMicrosoft and the Metaverse
11. 8 NovGoogle’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
12. 4 NovAn Interview with Eric Seufert about the Impact of ATT
13. 3 NovZillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
14. 2 NovAdobe Max, Photoshop on the Web, Photoshop and NFTs
15. 1 NovAbout the Interview, The Metaverse and VR, Why Not a Startup?

October 2021

1. 28 OctAn Interview with Mark Zuckerberg about the Metaverse
2. 28 OctMeta
3. 27 OctSequoia Productive Capital
4. 26 OctFacebook Earnings, Investor Trust, Facebook Reality Labs
5. 25 OctSnap Earnings, Attribution and Targeting, The Supply Chain
6. 21 OctTSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
7. 20 OctZillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
8. 19 OctApple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
9. 14 OctMLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues
10. 13 OctTechnological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
11. 12 OctThe Death and Birth of Technological Revolutions
12. 7 OctMark Liu in Time, Taiwan and China, TSMC and the U.S.
13. 6 OctFacebook Political Problems
14. 5 OctFacebook Down, The Whistleblower, Facebook Power
15. 4 OctThe Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice

September 2021

1. 30 SepCloudflare’s Disruption
2. 29 SepFacebook Files, Continued; Misinformation and Vaccinations; Fact-Checking and the Unknown
3. 28 SepChina’s Power Shortage, The Tech Angle, China and Bitcoin
4. 27 SepApple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
5. 23 SepMicrosoft’s Surface Event, Facebook CTO Changes
6. 22 SepRussia, Google and Apple; The App Firewall; Laptop Assumptions
7. 20 SepAn Interview with Dan Wang About China’s Tech Crackdown
8. 16 SepThe Facebook Files, Instagram and Teens, Facebook versus App Stores
9. 15 SepApple’s iPhone Event, Apple and California, Additional Notes
10. 14 SepApple Makes the Rules, Reader and Productivity Apps, High-spending Gamers
11. 13 SepThe Apple v. Epic Decision
12. 9 SepTech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase’s Epoch
13. 8 SepAn Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
14. 7 SepTech Epochs and the App Store Trap
15. 2 SepApple’s App Store Concession, Why This is a Big Deal, Devil in the Details
16. 1 SepRegulators and Reality

August 2021

1. 31 AugChina’s Video Game Restrictions, South Korea Passes App Store Payments Law
2. 30 AugApple’s Settlement, Explicit Imprimatur, Additional Notes
3. 23 AugVacation August 23–26, 2021
4. 19 AugEnterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem
5. 18 AugDisney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
6. 17 AugByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
7. 16 AugFacebook Messenger Updates, WhatsApp vs. Apple, Facebook’s CSAM Approach
8. 12 AugAmazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
9. 11 AugApple’s Point-of-View, NFTs and Status, NFTs and Standard Formats
10. 10 AugApple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
11. 9 AugApple’s Mistake
12. 5 AugFacebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
13. 4 AugSquare Buys Afterpay, Network Effects, Apple and the Cost of Time
14. 3 AugMetaverses
15. 2 AugOlympic Ratings, Google Earnings, YouTube and Brand Advertising

July 2021

1. 29 JulFacebook Earnings, The ATT Transition, Facebook’s Outlook
2. 28 JulApple Earnings, Microsoft and LinkedIn
3. 27 JulSnap Earnings, Twitter Earnings, Additional Notes
4. 26 JulNetflix Earnings; Netflix and Gaming; Models, Not Mediums
5. 20 JulThe NSO Group, BlastDoor and Software Bugs, Apple’s Response
6. 19 JulTSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
7. 14 JulPhilosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
8. 13 JulESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
9. 12 JulGoogle Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
10. 8 JulInstagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
11. 7 JulInstagram’s Evolution
12. 6 JulDidi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy

June 2021

1. 30 JunShopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
2. 29 JunFacebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
3. 28 JunThe Lightness of Windows
4. 23 JunLobbying Congress, Apple’s Report, What About Consumers?
5. 22 JunEvaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
6. 21 JunPandemic Progress
7. 17 JunStripe Tax, Stripe Identity, Stripe’s Missed Opportunity
8. 16 JunShop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
9. 15 JunThe Cicilline Salvo
10. 14 JunStarfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
11. 10 JunApple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
12. 9 JunShazamKit and Weather, iOS 15’s New Privacy Approach, Mail Privacy Protection and Newsletters
13. 8 JunIntegrated Apple and App Store Risk
14. 7 JunPassport Update, F8 Refresh, Trump Ends Blog
15. 3 JunA Note to Subscribers
16. 3 JunPassport

May 2021

1. 27 MayAmazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
2. 26 MayApple Ads and the Anti-Steering Argument, Additional Follow-up
3. 25 MayApp Store Arguments
4. 24 MaySnap Partner Summit, Spectacles AR, Scan and Minis
5. 20 MayAn Interview with Google CEO Sundar Pichai
6. 19 MayGoogle IO: Google’s Reality, Workspace and Smart Canvas, Wear + Tizen
7. 18 MayDistribution and Demand
8. 17 MayAT&T’s Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
9. 13 MayAn Interview with Brad Stone about Amazon Unbound
10. 12 MayAWS CloudFront Functions, AWS’s Data Residency Whitepaper, Muddles and Mirages
11. 11 MayCloudflare on the Edge
12. 10 MayRoku’s Earnings, Roku and YouTube’s Streaming Ads, Roku and YouTube’s Dispute
13. 6 MayMarket Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong?
14. 5 MayMarket-Making on the Internet
15. 4 MayFacebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
16. 3 MayEpic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?

April 2021

1. 29 AprFearing Spotify?, Apple’s Earnings, Margins and Chips
2. 28 AprSpotify’s Surprise
3. 27 AprBasecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
4. 26 AprNetflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
5. 22 AprApp Stores in Congress, Apple’s Arguments, Meta Points
6. 21 AprPodcast Subscriptions vs. the App Store
7. 20 AprFacebook’s Audio Announcements, Facebook and Creators
8. 19 AprThe European Super League, Apple Music’s Letter to Artists
9. 15 AprClubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard
10. 14 AprNvidia Grace, GPU Use Cases, ARM and Integration
11. 13 AprMicrosoft Buys Nuance, Understanding Nuance, In the Loop
12. 12 AprNon-Fungible Taylor Swift
13. 6 AprGoogle Versus Oracle, Copyright and APIs, Copyright Tradeoffs
14. 5 AprMark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
15. 1 AprAn Interview with Dan Wang About China, the U.S., and Technology

March 2021

1. 31 MarSpotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
2. 30 MarXinjiang and Nike, China Versus H&M, Apple’s Position in China
3. 29 MarCongress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
4. 25 MarIntel Questions, Facebook Pulls Up the Ladder
5. 24 MarIntel Unleashed, Gelsinger on Intel, IDM 2.0
6. 23 MarStripe’s Role, Competition and Differentiation, The Local News Opportunity
7. 22 MarSovereign Writers and Substack
8. 18 MarThe FTC’s Google Documents, The Staff Memo, The Economists Memo
9. 17 MarGoogle Goes to 15%, Taxes and Monopolies, The CAID
10. 16 MarInterviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince on Moderation in Infrastructure
11. 16 MarModeration in Infrastructure
12. 11 MarA Pandemic Year, Coronavirus and Information, Zeynep Tufekci Cuts Through
13. 10 MarRoblox vs. Second Life (and Minecraft), The Creativity Era, Roblox’s Business
14. 9 MarThe Roblox Microverse
15. 8 MarThe NFL’s New Rights Deals, Amazon’s Rumored Deal, Post-Pandemic Sports
16. 4 MarGoogle’s Ad Announcement, The Privacy Sandbox, Google’s Advantage
17. 3 MarInteroperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
18. 2 MarThe Web’s Missing Interoperability
19. 1 MarTwitter’s Analyst Day, The Interest Graph, Super Follows

February 2021

1. 25 FebThe Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
2. 24 FebMore from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued
3. 23 FebSpotify Stream On, Spotify’s Advertising Play, Additional Notes on Stream On
4. 22 FebNonfungible Tokens, NBA Top Shot, The Creation of Consumption
5. 18 FebGoogle Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Cynicism
6. 17 FebBen Thompson on the Good Time Clubhouse Show
7. 16 FebClubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization
8. 16 FebClubhouse’s Inevitability
9. 10 FebMistakes, Memes, and Foreign Ground; Coronavirus Context; The New York Times and the China Model
10. 9 FebMistakes and Memes
11. 8 FebGoogle Earnings, Google’s Response to ATT, Google Cloud Losses
12. 4 FebAn Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
13. 3 FebThe Relentless Jeff Bezos
14. 2 FebFacebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels

January 2021

1. 28 JanApple Earnings, An Interview with Jay Goldberg About Chips and Intel
2. 27 JanPublishing is Back to the Future
3. 26 JanTwitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
4. 25 JanClubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
5. 21 JanNetflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
6. 20 JanIntel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
7. 19 JanIntel Problems
8. 14 JanThe WhatsApp Kerfuffle, Comparing Messaging Services, Network Effects
9. 13 JanTwo Crises, Tech’s Costs, Looking Forward
10. 12 JanInternet 3.0 and the Beginning of (Tech) History
11. 11 JanFacebook and Twitter Suspend Trump, Parler Suspended Everywhere, Context and Culture
12. 7 JanTrump and Twitter
13. 6 JanFacebook and Apple, Continued; Facebook’s iOS 14 Changes; Georgia and Tech
14. 5 JanNew Defaults
15. 4 JanSubstack and the Media, The Substack Opportunity, Substack’s Business Challenges

2020 203

December 2020

1. 22 DecThe 2020 Stratechery Year in Review
2. 21 DecHoliday Break: Weeks of December 21st and December 28th
3. 17 DecGoogle Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings
4. 16 DecContext Collapse, Circles and Timing, Facebook’s Missing Platform
5. 15 DecSocial Networking 2.0
6. 14 DecDisney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
7. 10 DecFacebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics
8. 8 DecPrivacy Labels and Lookalike Audiences
9. 7 DecWarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
10. 3 DecStripe: Platform of Platforms
11. 3 DecAn Interview With Stripe President John Collison
12. 2 DecSalesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
13. 1 DecA Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer

November 2020

1. 30 NovFive Lessons From Dave Chappelle
2. 24 NovAn Interview with BuzzFeed CEO Jonah Peretti
3. 23 NovThe Idea Adoption Curve
4. 19 NovMore on the App Store, Hard Mode Follow-Up, Airbnb’s Complicated Costs
5. 18 NovZuckerberg and Dorsey in Congress, Again; Apple Reduces App Store Fees for Small Developers; Apple’s Aggregation Politics
6. 17 NovPlaying on Hard Mode
7. 16 NovSpotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
8. 12 NovIntel’s Disruption, Intel vs. Apple, Additional Notes on the M1
9. 11 NovApple’s Shifting Differentiation
10. 10 NovMore on Visa-Plaid, European Commission v. Amazon, Spotify Updates
11. 9 NovJustice Department Sues to Block Visa Plaid Acquisition, Plaid’s Potential, Scalability and Antitrust
12. 5 NovWhat If It’s Trump?, An Update on MongoDB, An Interview with MongoDB CEO Dev Ittycheria
13. 4 NovTech Under Biden, Prop 22 Passes, Uber’s Missed Monopoly
14. 3 NovIs the Internet Different?
15. 2 NovTech Earnings, Google’s Earnings, Apple’s China Question

October 2020

1. 29 OctTech in Congress, Again; Twitter vs. the New York Post; Who Are the Refs?
2. 28 OctAMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
3. 27 OctFacebook Gaming, Facebook’s Innovation, Apple and Facebook
4. 26 OctFacebook and the NYU Ad Observatory, Facebook’s FTC Decrees, Tradeoffs and Politics
5. 22 OctAn Interview with Microsoft Executive Vice-President of Gaming Phil Spencer
6. 21 OctUnited States v. Google
7. 20 OctMore on iPhone, iPhone Naming, iPhone Pricing
8. 19 OctTwitter, Responsibility, and Accountability
9. 15 OctTwilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson
10. 14 OctThe iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
11. 13 OctDisney and Integrators Versus Aggregators
12. 12 OctIBM Splits, IBM Skepticism, IBM and Antitrust
13. 8 OctFacebook’s Missing Monopoly, Facebook Takes Down QAnon, Facebook Versus Turkey
14. 7 OctAnti-Monopoly vs. Antitrust
15. 6 OctAmazon’s Hardware Event, Ring and Tesla, Luna
16. 5 OctSnowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing

September 2020

1. 30 SepAmazon One, How Amazon One Works, Good or Bad Idea?
2. 29 SepCoinbase’s Clarification, Spotify and Joe Rogan, A Framework for Politicization
3. 28 SepWidgetsmith, Apple’s Curation, Google’s Reported Clampdown
4. 24 SepMore Facebook Leaks, The Problem With Groups, The Substack Moment
5. 23 SepMicrosoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
6. 22 Sep2020 Bundles
7. 21 SepThe TikTok Deal, The Wrong Danger, TikTok Takeaways
8. 17 SepPS5 and Xbox, Sony’s Console, Microsoft’s Service
9. 16 SepApple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
10. 15 SepNvidia’s Integration Dreams
11. 14 SepThe TikTok Tick Tock, Skipping to the End Game, Trump’s Choice
12. 10 SepAn Interview with Paul Mozur on Technology in China
13. 9 SepNetflix and Working-From-Home; Parents Versus Non-Parents; Apple’s COVID Manufacturing, Cont.
14. 8 SepTikTok Update, Microsoft and Oracle, Apple’s China Production

August 2020

1. 31 AugStratechery Is on Vacation August 31–September 3
2. 27 AugFacebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown
3. 26 AugThe Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
4. 25 AugRethinking the App Store
5. 20 AugAustralia’s News Media Bargaining Code, Breaking Down the Code, Australia’s Fake News
6. 19 AugNew Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
7. 18 AugApple-Epic Follow-up, A Brief History of Epic Games, Apple’s Hammer
8. 17 AugApple, Epic, and the App Store
9. 13 AugQualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
10. 12 AugQualcomm Wins on Appeal, The Opinion, Apple’s Foresight
11. 11 AugFacebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds
12. 10 AugThe WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
13. 6 AugSamsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
14. 5 AugTikTok Key Money, Rule By Law, China Gaslighting
15. 4 AugAntitrust Politics
16. 3 AugMicrosoft and TikTok, The Microsoft Angle, The TikTok Angle

July 2020

1. 29 JulStratechery is on Summer Break July 29-30
2. 28 JulThe Antitrust Hearing, The Role of Congress, CEO Questions
3. 27 JulIntel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC
4. 23 JulSlack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
5. 22 JulJio Follow-up, Google Cloud Next, Kurian vs. Google
6. 21 JulIndia, Jio, and the Four Internets
7. 20 JulApple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment
8. 16 JulThe Twitter Hack, Twitter Failures, Facebook and TikTok
9. 15 JulXi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
10. 14 JulThe TikTok War
11. 13 JulAnalog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
12. 10 JulExponent Podcast: India, TikTok, and the U.S.
13. 9 JulSlack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
14. 8 JulUber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
15. 7 JulTeams OS and the Slack Social Network
16. 6 JulHong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
17. 1 JulStratechery is on Summer Break July 1-2

June 2020

1. 30 JunIndia Bans Chinese Apps, The App Store Firewall, Reddit and The Donald
2. 29 JunApple and Facebook
3. 24 JunApple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
4. 23 JunThe End of OS X
5. 22 JunApple’s Response to Hey, Hey’s Response to Apple, Hey’s Limited Antitrust Options
6. 18 JunHey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
7. 17 JunXscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
8. 16 JunApple, ARM, and Intel
9. 15 JunSnap Partner Summit, Snapchat’s OS, Facebook Versus Australia
10. 11 JunPodcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
11. 10 JunMongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
12. 9 JunNever-Ending Niches
13. 8 JunTikTok and Quibi, TikTok and Shopify, TikTok Complications
14. 5 JunExponent Podcast: Speech and Systems
15. 4 JunZoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
16. 3 JunZuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction
17. 2 JunDust in the Light
18. 1 JunHBO Max Launches, Amazon and Roku, Apple in 3rd

May 2020

1. 28 MayTrump’s Executive Order, Section 230 In Court, Public Forums
2. 27 MayTwitter and Trump, YouTube and China, Facebook and Polarization
3. 26 MayPlatforms in an Aggregator World
4. 21 MaySteve Jobs and OpenDoc, Fluid Framework, Microsoft Lists
5. 20 MayJoe Rogan and Spotify, Luminary and Howard Stern, Apple’s Response
6. 19 MayChips and Geopolitics
7. 18 MayFacebook Acquires GIPHY, Data Credits and Critical Suppliers, SDK Insights
8. 16 MayAbout the “Feed Reset” and “Subscription Expired” Posts
9. 15 MayExponent Podcast: Open, Free, and Spotify
10. 14 MayMedia, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches
11. 13 MayUber + Grubhub?, Aggregator Acquisitions, Uber and Lime
12. 12 MayDithering and Open Versus Free
13. 12 MayAnnouncement: Please Add a Separate Feed for Dithering
14. 12 MayAnnouncement: A Separate Feed for Dithering
15. 11 MayTaiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice
16. 7 MayAnnouncing Dithering, An Interview with John Gruber (not about Apple)
17. 6 MayDisney Earnings, AMC Versus Universal, Businesses in the Middle
18. 5 MayZoom’s “Genuine Oversight”, Zoom’s Strengths and Weaknesses, Virality Versus Network Effects
19. 4 MayApple Earnings, Amazon Earnings

April 2020

1. 30 AprFacebook Earnings, Auction Dynamics, Full Steam Ahead
2. 29 AprShopify Shop, Shopify’s Reason to Exist, Google’s Earnings
3. 28 AprThe Anti-Amazon Alliance
4. 27 AprMore on Apple and Google, Germany Versus Apple, Facebook’s Surveys
5. 23 AprCapability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings
6. 22 AprFacebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
7. 21 AprHow Tech Can Build
8. 20 AprThe iPhone SE, Accounting for the iPhone SE, New iPhones
9. 17 AprThe NBA and Microsoft
10. 16 AprThe NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
11. 16 AprListen to Free Weekly Articles in Your Podcast Player
12. 16 AprAn Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine
13. 15 AprAmazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
14. 14 AprCoronavirus Clarity
15. 13 AprThe Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
16. 9 AprAn Interview with Okta CEO Todd McKinnon (and Slack correction)
17. 8 AprSlack Issues Debt, Airbnb Issues Debt
18. 7 AprApple, Amazon, and Common Enemies
19. 6 AprApple and Amazon Make a Deal, Three Angles, Apple vs. Amazon
20. 3 AprExponent Podcast: Good is Better than Perfect
21. 2 AprAn Interview with Zeynep Tufekci About Masks, Media, and Information Ecology
22. 1 AprZoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei

March 2020

1. 31 MarUnmasking Twitter
2. 30 MarZoom and Facebook, Zoom Mistakes, Zoom Fixes
3. 26 MariPhone Delay?; An Interview with Tim Culpan about SARS, Taiwan’s Response Then and Now, and Apple’s Supply Chain
4. 25 MarChanging Priors, Action Plans for Big Tech, The Airbnb Disaster
5. 24 MarCompaq and Coronavirus
6. 23 MarStudios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
7. 19 MarAn Interview with Eugene Wei About the Half-Life of Information
8. 18 MarTech Companies Versus Misinformation, Tech Tracking, Capability Versus Policy
9. 17 MarDefining Information
10. 16 MarWorking From Home with Kids, What About Pay TV?, An NBA Proposal
11. 13 MarExponent Podcast: A Search for Everything
12. 12 MarAmerica Wakes Up?, An Interview with Matt Mullenweg About Working From Home
13. 11 MarZero Trust Information
14. 10 MarAmazon Just Walk Out, Waymo Raises $2.25 Billion
15. 9 MarDisney and COVID-19, The Coronavirus IPO, In Defense of Twitter
16. 5 MarAn Interview with Matthew Ball About Disney and Bob Iger
17. 4 MarThe Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
18. 3 MarSix Deaths in King County, U.S. Mistakes, Paywalls and Pandemics
19. 2 MarCOVID-19 Cancellations; Apple, China, and Data; What We (Might) Know

February 2020

1. 28 FebExponent Podcast: Scale Scale Scale
2. 27 FebAn Interview with Bill Bishop of Sinocism about COVID-19, U.S. China Relations, and Media Entrepreneurship
3. 26 FebBob Iger Steps Down From Disney, Why Now?, Why Bob Chapek?
4. 25 FebEmail Addresses and Razor Blades
5. 24 FebMorgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
6. 21 FebExponent Podcast: Competing with Spotify and Regulating Acquisitions
7. 20 FebApple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang
8. 19 FebThe Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens
9. 18 FebThe Daily Update Podcast
10. 13 FebDOJ Public Workshop on Venture Capital and Antitrust
11. 12 FebFirst, Do No Harm
12. 11 FebBrandless Closes, The DTC Facebook Challenge, DTC Versus Softbank
13. 10 FebThe Corona Virus Whistleblowers; NBA Salary Cap Decreases; Apple, Benefits, and Risks
14. 6 FebSpotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition
15. 5 FebThe Iowa Fiasco, The Best Feature, Three Lessons
16. 4 FebGoogle Earnings, YouTube and Google Cloud, Google’s Falling Margin
17. 3 FebFacebook’s Platform Opportunity

January 2020

1. 31 JanExponent Podcast: It’s Been a Week
2. 30 JanEpic Systems and Electronic Health Records, Aggregators and Data Portability, Epic’s Privacy Objections
3. 29 JanApple’s Earnings, Slowing Services Growth, Apple and the Coronavirus
4. 28 JanThe Tragic iPad
5. 27 JanClayton Christensen Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life
6. 23 JanNetflix Earnings; Self-Production, Cash Flow, and Margin; Netflix’s New Rung
7. 22 JaniCloud Backups and Encryption; Facts, Principles, and Concerns; Determining Defaults
8. 21 JanClearview AI, The Problem with Scraping, Tradeoffs
9. 18 JanExponent Podcast: The Water We Swim In
10. 16 JanLime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
11. 15 JanVisa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences
12. 14 JanVisa, Plaid, Networks, and Jobs
13. 13 JanCasper Files for IPO, Casper’s Business, Spotify Ad Targeting
14. 9 JanCES Concepts, Verizon Drops Bundles, Technology and TV
15. 8 JanThe End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital
16. 7 JanThe End of the Beginning
17. 6 JanBubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket