What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.
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Nike: An Epic Saga of Value Destruction — Massimo Giunco
Microsoft Earnings, Copilot and CapEx, Pichai on Risk — Stratechery Update
Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update
Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update
Netflix Earnings, The Status of Netflix Advertising — Stratechery Update
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