Stratechery17h
DOJ Proposes Google Remedy, Search Data, EU Fines Meta
The DOJ's remedy in the Google case don't address the crime, and seem more focused on destroying value that Google built ...
Stratechery1d
Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...
Stratechery6d
An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Stratechery7d
Shopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer
Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you ...
Stratechery6d
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.