Exploring the Future of Streaming Advertising and Data Utilization

A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Intelligence is Right On Time — Stratechery

Stealing everything you’ve ever typed or viewed on your own Windows PC is now possible with two lines of code — inside the Copilot+ Recall disaster. — DoublePulsar

Windows won’t take screenshots of everything you do after all — unless you opt in — The Verge

Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update

Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update

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