Daily Update
Archive of Daily Emails for Stratechery Members
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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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AI at CES, The Rabbit R1
CES is all about AI, which now describes everything. Then, the Rabbit R1 points to a future of hardware designed to lower the invocation cost of AI.
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Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
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Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
Google’s Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre decision given that Gemini seems capable enough on its own, and also demonstrates Google’s ability to integrate from silicon to model.