Stratechery Members

3-1-2023 ($) •EU Narrows Apple Case •Snap's My AI stratechery.com/2023/eu-narrow…

2-22-2023 •Diamond Sports Misses Interest Payment •Bally's Dire Situation •Negotiating Bankruptcy stratechery.com/2023/diamond-s…

2-21-2023 Update •Section 230 in the Supreme Court •Reach and Speech •The First Amendment and U.S. Speech Controls stratechery.com/2023/section-2…

2-15-2023 •From Bing to Sydney •Search As Distraction •Sentient AI stratechery.com/2023/from-bing…

2-14-2023 •New Bing Errors •User Preferences and Company Reputations •Section 230 and LLMs stratechery.com/2023/new-bing-…

2-13-2023 •The Google CEO Question •Steve Ballmer and Peacetime CEOs •About That Bard Mistake stratechery.com/2023/the-googl…

2-9-2023 •Google and Microsoft's Events •Monetizable Panic •Paradigms and Hardware stratechery.com/2023/google-an…

2-8-2015 •New Bing •An Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership stratechery.com/2023/new-bing-…

2-7-2023 •Google Earnings •YouTube's Aggregation Bid •YouTube Shorts Monetization stratechery.com/2023/google-ea…

2-1-2023 •Intel Pay-Cuts, and Revisiting the Dividend Question •Investor Honesty •AMD's Earnings stratechery.com/2023/intel-pay…

1-31-2023 •Microsoft Earnings •Azure's Slowdown •Office Strikes Back stratechery.com/2023/microsoft…

1-30-2023 •Intel Earnings •Intel's Plunging Margin •The Dividend Question stratechery.com/2023/intel-ear…

1-25-2023 •DOJ Sues Google •Google's Advertising Aggregation •No Duty to Deal stratechery.com/2023/doj-sues-…

1-24-2023 •Tech Layoffs •Big Tech's Hiring Rates •Microsoft's VR Layoffs stratechery.com/2023/tech-layo…

1-18-2023 Announcing @goatnbapod + @StratecheryMO •Twitter Timelines •Azure and OpenAI •Apple and China stratechery.com/2023/twitter-t…

1-17-2022 •TSMC Earnings •Geographic Flexibility •The 7nm Question stratechery.com/2023/tsmc-earn…

1-16-2023 •Twitter Kills Third-Party Clients •Twitter's Tortured History With 3rd-Party Apps •The Twitter Files Business Model stratechery.com/2023/twitter-k…

1-11-2023 •Meta’s EU Fine •First-Party versus Third-Party Data, Redux •The EU’s First Party Imposition stratechery.com/2023/metas-eu-…

1-10-2023 •More on Google and AI •OpenAI, Integration, and Microsoft stratechery.com/2023/more-on-g…

12-21-2022 •FTC Fines Epic •Netflix Ads •YouTube and the NFL stratechery.com/2022/ftc-fines…