Google, Apple, and the End of the iPhone’s Dominance
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Stratechery – This Week in Stratechery (Email Summary)
Introduction:
This is a weekly overview of content from the Stratechery bundle, sent every Friday.
highlighted links are free for all readers.
Users can manage their email preferences in their account delivery settings (https://stratechery.passport.online/member/account/delivery).Featured Articles/content:
- The Google Patronage Network:
Explores why Google continues to pay for customer acquisition despite being an aggregator.
Key points: Locking out competitors, preventing partners from seeking alternatives, and the entrenchment of the “Google Patronage network” which is influencing legal decisions.
Links:
https://stratechery.com/2024/friendly-google-and-enemy-remedies/
https://stratechery.com/2025/google-remedy-decision-reasonable-remedies-the-google-patronage-network/
Author: Ben Thompson
- Speaking of Google and Competition…
Discusses Google’s Pixel business in anticipation of Apple’s iPhone event.
key points: Google is a distant third in the smartphone market.Future Pixels may prioritize on-device AI performance over traditional smartphone specs.This is a worthwhile risk to take, even if it doesn’t yield short-term gains.
Links:
https://stratechery.com/2025/made-by-google-2025-ai-trade-offs-google-and-the-long-term/
https://stratechery.com/2023/googles-true-m
Author: Andrew Sharp
- Cloudflare and the Future of the Internet:
Highlights the return of the Stratechery Interviews.
features an interview with Cloudflare CEO matthew Prince.
Link: https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/
Image:
* A figure with the caption “(Steve Sims)” and an image tag with width and viewport settings.
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