(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move

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Microsoft Mistakenly Reveals Secret Game Plans in Court Case — Bloomberg

The new FineWoven iPhone cases are very bad — The Verge

Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed — Stratechery Update

Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

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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