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This Week in Stratechery Welcome back to This Week in Stratechery! On that note, here were a few of our favorites this week. This week’s Stratechery video is on TSMC Risk. Now it’s Microsoft’s turn, which is a bit of a full circle moment, given that the company was thought to be the biggest winner from ChatGPT in parti
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News
The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence – Stratechery by Ben Thompson
4+ day, 5+ hour ago (242+ words) Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps. Apple once again demonstrated the power of integrating hardware and software, but it’s biggest AI…...
Fable 5.1, Enterprise Frontier Safeguards
1+ week, 5+ day ago (245+ words) Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available…...
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
2+ week, 6+ day ago (241+ words) Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots. Netflix is considering selling other streaming services, and I think it’s a good idea; it’s…...
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
3+ week, 5+ day ago (233+ words) Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late. Apple’s App Store is finally facing the reality of lower fees, and the EU should be…...