Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat

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Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune

The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update

Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update

Social Networking 2.0 — Stratechery

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