stratechery
From the reading lists
- Data and Definitions
Apple's ATT restricts rivals' access to iPhone transaction data while exempting its own ad business
- Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
- Google Earnings, The Frontier Case, Amazon Earnings
- Privacy Labels and Lookalike Audiences
Apple's privacy labels and ATT risk empowering Google and Amazon by destroying the targeted advertising tools used by independent competition
- Data Center Discontent, Understanding the Opposition, Fixing the Problem
Local moratoriums on AI data centers driven by psychological fear of job loss and AI disruption rather than environmental concerns
- The Inference Shift