(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot

A closer look at Netflix after news that the streamer will stop reporting subscription numbers in 2025, a question about Meta’s AI ambitions, and the case for Google making a play to compete with the iPhone. At the end: Drake’s use of AI Tupac in a rap battle.

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Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update

Google and the Limits of Strategy — Stratechery

Google’s True Moonshot — Stratechery

Instagram, TikTok, and the Three Trends — Stratechery

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