(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition

(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator

(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage

(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot

10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1

(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics

(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification

Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications

(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption

New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories

(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target

Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI

(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App

(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok

(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments

(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google

The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3

(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output

(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta