Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat

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Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune

The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update

Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update

Social Networking 2.0 — Stratechery

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(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom Angst

(Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D Printing

(Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and Performance

(Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports

(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding

(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time