The Stratechery Podcast: Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple's rise, and Dithering.

Disney Earnings, AMC Versus Universal, Businesses in the Middle

May 6th, 2020 12m 54s

The Stratechery Podcast: Disney's earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.

Welcome to Dithering

May 6th, 2020 15m

Dithering: Not a minute less, not a minute more. Manage your subscription.

Zoom's "Genuine Oversight", Zoom's Strengths and Weaknesses, Virality Versus Network Effects

May 5th, 2020 10m 58s

The Stratechery Podcast: Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.

Apple Earnings, Amazon Earnings

May 4th, 2020 11m 28s

The Stratechery Podcast: Apple's Earnings show the stabilizing factor of services and the upside of China; Amazon's earnings show that supply constraints make forecasts easy.

The Shop App and Virus Uncertainty

May 4th, 2020 15m

Dithering: The Shop app confuses and virus frustrations.

Tech Earnings: The Strong Get Stronger

May 1st, 2020 15m

Dithering: Apple, Google, Facebook, Microsoft, and Amazon all crush it. Manage your subscription.

Facebook Earnings, Auction Dynamics, Full Steam Ahead

Apr 30th, 2020 11m 50s

The Stratechery Podcast: Facebook earnings demonstrated the power of its auction-based direct-response model; what makes it different from Google is Zuckerberg's drive.

Shopify Shop, Shopify's Reason to Exist, Google's Earnings

Apr 29th, 2020 13m 2s

The Stratechery Podcast: Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google's earnings show how big tech is going to get even stronger.

The Amazon Landlord

Apr 29th, 2020 15m

Dithering: Amazon, store brands, and free cash registers. Manage your subscription.

The Anti-Amazon Alliance

Apr 28th, 2020 17m 55s

The Stratechery Podcast: Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

More on Apple and Google, Germany Versus Apple, Facebook’s Surveys

Apr 27th, 2020 10m 25s

The Stratechery Podcast: More evidence that Apple and Google are dictating terms to governments; then, it is possible that Facebook's approach to discovering outbreaks has the most promise.

Adult Activities and Futura Std

Apr 27th, 2020 15m

Dithering: Fonts, green screens, and why we like Windows

I Think I've Changed My Mind

Apr 24th, 2020 15m

Dithering: Maybe not on the Magic Keyboard and contract tracing. Manage your subscription.

Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings

Apr 23rd, 2020 11m 23s

The Stratechery Podcast: Once tech companies have the capability to do what government's tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earning

Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal

Apr 22nd, 2020 13m 49s

The Stratechery Podcast: Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.

We Could Talk About Building Forever

Apr 22nd, 2020 15m

Dithering: Marc Andreessen wrote that “It’s Time to Build”. Manage your subscription.

How Tech Can Build

Apr 21st, 2020 15m 47s

The Stratechery Podcast: Marc Andreessen has written (another) seminal essay: It's Time to Build. What does that mean for tech and venture capital?

The iPhone SE and iPad Magic Keyboard

Apr 20th, 2020 15m

Dithering: John has new hardware. Manage your subscription.

The iPhone SE, Accounting for the iPhone SE, New iPhones

Apr 20th, 2020 12m 43s

The Stratechery Podcast: The new iPhone SE inspires a revisit to Apple's low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.

The NBA and Microsoft

Apr 17th, 2020 15m

Dithering: Microsoft is working with the NBA on rethinking digital broadcasting.

The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella

Apr 16th, 2020 24m

The Stratechery Podcast: Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella

An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine

Apr 16th, 2020 43m 20s

The Stratechery Podcast: An interview with Ethan Sherwood Strauss about being a writer on the Internet, the problem with social media and the NBA, and his new book The Victory Machine

Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies

Apr 15th, 2020 11m 21s

The Stratechery Podcast: Amazon cutting affiliate fees, Google versus French publishers, and movie studios seeking to sell to Netflix are all examples of the same trend: you must own your relationship with your customers.