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Daily Update
Archive of Daily Emails for Stratechery Members
FTC Sues to Block Activision Deal (Again), Global Companies vs. Regional Regulators, How Big is the Xbox Business?
Good afternoon, On today’s Dithering John and I discussed the ongoing Reddit revolt. In addition, a new episode of Sharp Tech will drop later this morning that is entirely devoted to responding to reader questions about the Vision Pro. You can add both podcasts using the links at the bottom of this email. On toSubscribe […]
Apple Vision
It really is one of the best product names in Apple history: Vision is a description of a product, it is an aspiration for a use case, and it is a critique on the sort of society we are building, behind Apple’s leadership more than anyone else. I am speaking, of course, about Apple’s new […]
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Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech and Dithering podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails (including […]
What About Bluesky?, Moderation and Control, What’s Next for Twitter
Good morning, I was going to promise that this is the last Twitter post in a while, but, well, I can’t promise that! It is my plan though. On to the update. What About Bluesky? A couple of readers asked what is different between my proposal to split up Twitter and Twitter Bluesky; to refreshSubscribe […]
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset
The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.
An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine
Elon Musk Joins Twitter’s Board, Gogoro SPAC
Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.