News Summary

• The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
• Stratechery Interviews Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.
• Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations.
• Asianometry Audio and transcripts of the Asianometry YouTube channel are the best source for learning about how tech works.