Tag: Stratechery by Ben Thompson

Apple's earnings were fine, with a notable Services spike ? is it from Google? Then, […]

Apple's earnings were boring, which is a credit to the company, while OpenAI and Zoom […]

I am speaking, of course, about Apple's new mixed reality headset that was announced at […]

At the same time, this makes the point: Meta could be a massive beneficiary of […]

Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but […]

Apple's biggest AI opportunities likely lie in local models, but that raises questions about the […]

The European Commission closes on a ruling that makes sense for Apple's App Store, and […]

More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple […]

Spotify's earnings were solid, although I am more skeptical of its podcast exclusive strategy than […]

Two Apple updates about ATT and China, then, more on Twitter's cash flow situation, and […]

Then, revisiting the idea of a Twitter business model pivot, and why Apple's services revenue […]

Plus, Apple gets a reminder that there are more considerations than costs. Subscribe to Stratechery […]

Apple, AMD, and Google all delivered great results; margins were the most interesting places for […]

Apple wins in court, probably for good; meanwhile, its tracking rules aren't really being enforced, […]

Apple's bug bounty program failures are emblematic of its larger problems with developer relations; then, […]

Apple and Google removed apps at the Russian government's requests, thanks to the App Store […]

Apple's iPhone event wasn't particularly interesting, but that's a compliment to the iPhone's power in […]

Digging into the implications of the injunction on Apple's anti-steering provision, and why Apple still […]

Apple, on the other hand, argued that all of digital gaming was a market, including […]

Apple's settlement announcement wasn't as big of a concession as advertised, but it wasn't nothing. […]