News Summary

• Microsoft Earnings, Microsoft vs.
• Meta, The Efficiency Payoff.
• Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application.
• Stratechery Interviews Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.
• Asianometry Audio and transcripts of the Asianometry YouTube channel.
• Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China.
• Andrew writes about basketball, technology, and US-China relations with weekly posts.