7-29-2024 ($) •Google Earnings •YouTube and Brand Advertising •Network and the Web's AI Problem stratechery.com/2024/google-ea…

7-30-2024 ($) •Reddit’s Robots.txt •The Reddit Perspective •Google Contracts stratechery.com/2024/reddits-r…

7-31-2024 ($) •Microsoft Earnings •CoPilot and CapEx •Pichai on Risk stratechery.com/2024/microsoft…

8-5-2024 ($) •Apple Earnings •Meta Earnings stratechery.com/2024/apple-ear…

Friendly Google and Enemy Remedies The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies. stratechery.com/2024/friendly-…

8-7-2024 ($) •Google Decision Follow-Up •Amazon Earnings stratechery.com/2024/google-de…

8-12-2024 ($) •Olympic Ratings •Peacock’s Abundance •Comcast Earnings stratechery.com/2024/olympic-r…

8-13-2024 ($) •NBC Measurement •Apple and Patreon •Substack Next? stratechery.com/2024/nbc-measu…

Integration and Android The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation. stratechery.com/2024/integrati…

8-15-2024 An Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History stratechery.com/2024/an-interv…

8-19-2024 ($) •AMD Acquires ZT Systems •AMD’s Integration •Substack In-App Purchases stratechery.com/2024/amd-acqui…

8-20-2024 ($) •TSMC Earnings •The AI Milestone stratechery.com/2024/tsmc-earn…

8-21-2024 ($) •Intel Earnings •Intel’s Nadir stratechery.com/2024/intel-ear…

8-22-2024 ($) An Interview with Canva CEO Melanie Perkins About Disrupting Design stratechery.com/2024/an-interv…

8-26-2024 ($) •Telegram CEO Arrested •Telegram’s Non-Encrypted Advantage •Telegram Complexities stratechery.com/2024/telegram-…

8-27-2024 ($) •Perplexity Search Ads •Inventory-Defined Advertisers •Telegram Follow-Up stratechery.com/2024/perplexit…

8-28-2024 ($) •Intel Concerns •Fubo Blocks Venu stratechery.com/2024/intel-con…

Intel Honesty The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees. stratechery.com/2024/intel-hon…

9-4-2024 ($) •Broadcom and Intel? •Nvidia Earnings •DOJ Investigating Nvidia stratechery.com/2024/broadcom-…

9-5-2024 ($) An Interview with Ben Bajarin About Smartphones, AI, and Intel stratechery.com/2024/an-interv…