The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium ...
First, the theoretical case for why Meta's approach to VR is more likely to succeed, then, which companies should acquire TikTok Subscribe to Stratechery Plus to receive full access to Stratechery and ...
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
An interview with Michael Morton about Shopify's enterprise business, Amazon's long-term dominance, and host of other e-commerce topics. Subscribe to Stratechery Plus to receive full access to ...
More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, ...
On the business, strategy, and impact of technology.
On the business, strategy, and impact of technology.
Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting ...
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