All Content
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Presented by Stripe
Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
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Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
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Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
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SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.
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Game Decompilation, Is This Legal?, A Well-Trodden Path
Games are being decompiled, but the real risk to gaming is new games and increased personalization.