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Chips and China — Stratechery

TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update

US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg

CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update

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Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal

Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update

Zero-COVID and Free Speech — Stratechery

What to know about DOE’s fusion milestone — Politico

Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update

David Spade - 1 800 COLLECT Commercials (1994) — YouTube

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Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

Twitter is being rebranded as X — The Verge

Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter

Why Netflix Should Sell Ads — Stratechery

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AI and the Big Five — Stratechery

Meta is giving away its AI tech to try to beat ChatGPT — The Verge

GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post

Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update

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TV STRIKE CALLED BY SCREEN ACTORS — New York Times

Hollywood on Strike — Stratechery

Your Most Frantic SAG Strike Questions, Answered — Vulture

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

Scale of the Universe

Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update

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Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal

Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update

Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update

Consoles and Competition — Stratechery

Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge

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The Social/Communications Map — Stratechery

Instagram, TikTok, and the Three Trends — Stratechery

The Audacity of Copying Well — Stratechery

Social Networking 2.0 — Stratechery

Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions — Stratechery Update

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Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update

An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interview

An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner — Stratechery Interview

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It’s a Tesla — Stratechery

An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interviews

Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update

EV Charging Standards, Tesla’s Strategy, Tesla’s Reward — Stratechery Update

Streaming Shocker: Warner Bros. Discovery In Talks To License HBO Original Series To Netflix — Deadline

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Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update

Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal — Stratechery Update

An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology — Stratechery Interviews

Your Distraught Season Ending Voicemails — RTRS

The Athletic announces layoffs and new approach to its sports coverage — Washington Post

Here’s what Mark Zuckerberg thinks about Apple’s Vision Pro — The Verge

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