Parsing the latest reports on the battle for the NBA's next round of broadcast rights, a question about the NBA schedule and how the league should think about competing with the NFL, and the implications of an increasingly bleak outlook for regional sports networks.

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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings — Stratechery Update

NBC Prepares $2.5-Billion-a-Year Bid to Pluck NBA Rights From TNT — Wall Street Journal

NBC Sports could buy back rights to iconic theme song ‘Roundball Rock’ if it airs NBA games again, composer John Tesh says — CNBC

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Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond.

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Meta and Open — Stratechery

Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers — Stratechery Update

Apple Rivals Retool to Challenge the iPhone and Vision Pro — Bloomberg

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Why TikTok makes more sense for Wal-Mart and Amazon than Oracle and Microsoft, and the FTC's ban on noncompete agreements prompts reflections noncompetes in Silicon Valley and the decline of trust across society. At the end: A question about Bluey and purchasing power for streamers, and an update on Drake's AI freestyle.

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The Inside Story Of How Glen Taylor Sabotaged The Timberwolves Sale — Huddle Up

An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview

Business Groups Race to Block FTC’s Ban on Noncompete Agreements — Wall Street Journal

FTC Enrages Corporate America by Eliminating Non-Compete Agreements — BIG by Matt Stoller

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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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Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1.

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MKBHDs For Everything — Stratechery

Meta Myths — Stratechery

Why Microsoft’s Reorganization Is a Bad Idea — Stratechery

Popping the Publishing Bubble — Stratechery

Peak Google — Stratechery

The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All — Sharp Tech

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The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble.

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Actors Are Making Thousands of Dollars Through Fake Video Podcast Ads — Bloomberg

TikTok Plots Using Virtual Influencers for Advertising — The Information

The rise of the chief AI officer — Financial Times

Nike designed these wild Air sneakers with a little help from AI — Fast Company

EVs Head for Junkyard as Mechanic Shortage Inflates Repair Costs — Bloomberg

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Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers.

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Jony Ive and Sam Altman’s AI Device Startup in Funding Talks With Emerson, Thrive — The Information

Instagram, TikTok, and the Three Trends — Stratechery

Elon Musk’s Neuralink Shows First Patient Using Its Brain Implant — Wall Street Journal

What the NBA Can Learn From Formula 1 — Stratechery

ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update

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Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next.

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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update

The XZ Backdoor, What Happened, Open Source Safety — Stratechery Update

Amazon Ditches 'Just Walk Out' Checkouts at Its Grocery Stores — Gizmodo

Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times

TSMC says Arizona fab is now ahead of schedule; signs semiconductor talent agreement with Kyushu University — Data Centre Dynamics

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Scheduling Note: There will be only one episode of Sharp Tech this week

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MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update

An Interview with Hugo Barra About a Career in Tech and the Future of VR — Stratechery Interview

Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny — Reuters

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Follow-up on Apple and the DOJ, including new antitrust laws Ben would like to see, distinctions between platforms and aggregators in a regulatory context, and both sides of the Apple API argument. At the end: Attempts to bridge antitrust confusion and a rant on Boeing’s CEO search.

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Scheduling Note: There will be only one episode of Sharp Tech next week

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United States v. Apple — Stratechery

Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk — Stratechery Update

Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability — Stratechery Update

A Framework for Regulating Competition on the Internet — Stratechery

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A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target.

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United States v. Apple — Stratechery

The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response — Stratechery Update

Integrated Apple and App Store Risk — Stratechery

App Store Arguments — Stratechery

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