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Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings — Stratechery Update

Twitter Has a New CEO; What About a New Business Model? — Stratechery

Can Elon Musk Make the Math Work on Owning Twitter? It’s Dicey. — New York Times

Twitter to Pay $809.5 Million to Settle Securities Suit — Wall Street Journal

Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs — Bloomberg

Apple’s privacy changes create windfall for its own advertising business — Financial Times

Spotify, Netflix, and Aggregation — Stratechery

Aggregation Follow-up, Netflix’s Ad Partners — Stratechery Update

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The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up 10:35 Share

Sharp Tech with Ben Thompson

Shownotes Transcript

The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up