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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