"Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified."
"With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time)."
"Can you create a custom invoice that meets my government/company requirements?I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription and contact Stratechery. June 1, 2021 Update: We are hoping to add native support for custom invoices to Passport; you can subscribe to Passport Updates to be notified when it is available."
Google announced a massive increase in capital expenditures that blew away expectations. Company earnings results explain why the increase is justified. Full access requires a Stratechery Plus subscription priced at $15 per month or $150 per year. Stratechery Plus grants access to subscriber-only updates and interviews plus the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery Updates are available via SMS, RSS, or on the site. All subscriptions auto-renew monthly or annually and can be cancelled at any time. Annual subscribers can request custom invoices; monthly subscribers cannot. Stratechery aims to keep pricing low to include students.
Read at Stratechery by Ben Thompson
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